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How to e-file an amended S Corporation return in ProSeries?

by ProSeries Professional 2017 Updated 4 months ago

Before you start:

  • Amended S Corporation returns prior to tax year 2018 can't be filed electronically using ProSeries.
  • Electronic Funds Withdrawal (direct debt) for additional balance due is not available for amended returns.
  • To mark an electronically filed return as Amended Return Mode, you must have the accepted acknowledgment for the originally filed return.
  • If the original return or extension was paper filed, be sure to only check the box labled Check this box to file amended return electronically in Part V of the Corporation Information Worksheet. Don't check the boxes for Electronic Filing of the Return or Extension.

E-filing amended S Corporation returns:

  1. Before you amend the original return, we recommend that you make a backup copy of the return you will be amending. 
  2. Open the originally filed return.
  3. On the S Corporation Information Worksheet go to Part V, Electronic Filing Information, and scroll down to the Electronic Filing of Amended Return section. Check the box next to Check this box to file amended return electronically.
    • Note:  S Corp Information Worksheet, Part V, must have Check this box to file federal return or state return electronically unchecked.
  4. Open Form 1120S, p1-2. On page 1, line H, check Box 4 - Amended return to indicate an amended return. When you check this box, the program also checks the Amended K-1 box near the top of each Schedule K-1 Worksheet.
  5. Make the necessary changes to the return.
  6. Open and complete the Amended Return Explanation Statement (For Electronic Filing Only).
    • If you don't have a state attached, skip to step 9.
  7. If you have a state return attached, go to the state return and make any necessary state adjustments. If necessary, review the Tax Help and Government Instructions, or contact the state taxing agency for detailed information on amending the state return.
    • To indicate a state amended return, you may have to check a box on the main form or write Amended at the top of the form. You may also need to attach a statement of changes made to the return.
  8. If you went to the state return, go back to the federal return.
  9. Attachments that were transmitted with the original federal return aren't transmitted with the amended return. You must attach any PDF files that are applicable to the amended return.
  10. Make sure the amended return passes Final Review.
  11. Save the return.
  12. When you're ready to e-file the amended return, go to the HomeBase EF Center.
  13. Convert and transmit the client's Amended 20XX Corporation Return the way that you converted and transmitted the Client's Original 20XX Corporation Return.
  14. Check for acknowledgments the way that you checked for acknowledgments for non-amended returns.

If the amended return results in a change to income or the distribution of income or other information provided to a shareholder, an amended Schedule K-1 must also be filed and given to the shareholder. Ensure the Amended K-1 box is checked on each Schedule K-1.

For more information:

  • See the guidelines for filing an amended return electronically in the Tax Help.  (In Part V of the S Corporation Information Worksheet, right-click on the check box next to Check this box to file amended return electronically and select About Electronic Filing box.)
  • In January of 2012, the IRS issued revised instructions for Amended and Superseding Corporate Returns.
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