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Common questions about e-filing individual amended returns (Form 1040-X)

by Intuit Updated 1 month ago

New for tax year 2022, e-filed 1040-X returns can receive a refund by direct deposit. Paper filed amendments will still be issued refund checks by mail.

Before you start

  • This functionality is now available in Lacerte, ProSeries and ProConnect Tax.
  • This article will help you determine which 1040X returns can be e-filed. For instructions on e-filing these returns, select your product:

The 1040-X follows typical e-file availability rules, where the current year and two prior can be filed electronically.

Only an e-filed Form 1040 or 1040-SR can be amended this way due to IRS limitations. ProSeries will not support e-filing an amended 1040-SR. 1040NR and 1040NR-EZ filers will not be able to e-file amended returns.

Beginning in processing year 2023, direct deposit can be requested for electronically filed amended returns for tax year 2022, but isn't supported in tax year 2021.

These returns must still be paper filed. The filing status of any e-filed amended return must match the filing status of the originally filed return.

These returns must still be paper filed. The taxpayer's (and spouse's) TIN or SSN must match that of the original filing when e-filing.

These returns must still be paper filed. Dependents claimed on someone else's return can't be claimed on an e-filed amended return.

Yes, you should have your client sign a new Form 8879, IRS e-file Signature Authorization.

Per the IRS Amended Return Frequently Asked Questions page: Filers will be allowed to electronically file up to three "accepted" Amended Returns. After the third accepted Amended Return, all subsequent attempts will reject.

For more information on Form 1040X, refer to the IRS Form 1040-X, Amended U.S. Individual Income Tax Return, Frequently Asked Questions.

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