Amending an individual 1040X for a return not created in ProConnect Tax

This article helps you prepare Form 1040X for a client whose original Form 1040 was prepared by a different preparer or in a different tax program. If you prepared the client's original 1040 in ProConnect, see this article instead.

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Follow these steps to create a new return:

The first thing you need to do to amend an individual 1040X for a return not created in ProConnect is to create a new return.

1. Go to your Tax Returns list.
2. Select the Create tax return button at the top right corner of your screen.
3. Select Add new.
   • If the client is already present in your Client List, use the Select an existing client section dropdown list instead.
4. Select 1040 - Individual for the return Type.
5. Enter the client's basic information.
   • First name and Last name are required entries.
6. Click the Save button at the bottom of the window.
7. Choose the return Tax year from the dropdown menu.
   • You can use the current year Form 1040 program to amend prior year returns, if desired.
8. Click Save.
9. On the Profile tab, check the Federal Amended box if you intend to e-file. Make sure to keep the Federal box checked, as well.
   • If you're going to paper file the amendment, uncheck all boxes to trigger the appropriate instructions in your client letter.
10. Click in the Add a state return to choose a state, if applicable.
11. Proceed with the next step of steps to create Form 1040X.

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Follow these steps to create Form 1040X in the program:

1. Go to the Input Return tab.
2. Enter the taxpayer's (and spouse's, if applicable) details in the Client Information screen.
   • Select the Dependents screen to add any dependents who will be claimed on the corrected return (1040X column C).
3. From the left of the screen, select Miscellaneous Forms and choose Amended Return (1040-X).
4. Select General Information and Federal (1040X) from the dropdown menu.
5. Under the Return(s) to Amend section, check the box labeled Amending federal return.
6. Enter a 1 in 1=amending state return, if applicable.
7. Enter the Year to amend (MANDATORY).
8. Scroll down to the Miscellaneous Information section and complete any applicable fields.
9. Scroll down to the Federal Income Tax Return section.
10. Fill in the As Originally Reported column with the amounts from the previously filed 1040.
    • These amounts will populate Form 1040X, column A.
11. Leave the Correct Amount [Override] column completely blank if you want the program to calculate the corrected amounts. Enter all income, deductions, and credits in the input screens you would use for an original return.
    • For example, to report wages, go to Income > Wages, Salaries, Tips (W-2) and enter all of the W-2 data.
12. From the top of the 1040X screen, select Explanation of Changes and enter a Federal explanation of changes to print with the return.
13. Go to the Check Return tab and review the 1040X for accuracy.

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Common questions:

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Related topics

• Frequently Asked Questions - Amended Returns
• Apply overpayment to estimated tax on 1040X amended return
• Entering originally reported amounts for refundable credits for Form 1040-X