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

by Intuit•7• Updated 1 month ago

Starting in tax year 2022, e-filed 1040-X returns can receive a refund by direct deposit. Amended returns use the same Direct Deposit and Electronic Payment settings as the regular return, and can be adjusted in the Miscellaneous Information screen.

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:

What years can I e-file?

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

What filing types will be able to e-file?

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.

Will the ability to add direct deposit of refund be included with the return?

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.

What if I'm amending a return to report a change in filing status?

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.

What if I need to make a change to the taxpayer's or spouse's SSN?

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.

What if I'm amending to claim a dependent who was wrongly claimed by a different taxpayer?

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

Do I need to get my client's signature before e-filing the 1040X?

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

How many amended returns can I e-file for the same client?

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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