Amending a partnership return (1065) in ProSeries

This article will help you create and file an amended 1065 return in Intuit ProSeries.

If you are looking for how to amend a different return type, select your return type below:

Before you start:

• There are two methods for amending a partnership return.
  • Use Form 1065 if you're e-filing the amended return.
  • Use Form 1065-X if you're paper filing the amended return.

Preparing a 1065-X for paper file:

1. Open the federal return.
2. From the File menu, select Save As.
3. Change the file name to make a copy of the return. For example change Partnership.24p to PartnershipX.24p
4. On the Partnership Information Worksheet scroll down to Part VI - Electronic Filing Information.
5. Uncheck the electronic filing boxes for the return.
6. Open the 1065X p1-3.
7. In the Amended Return Smart Worksheet checkbox A if you are amended a current year return.
8. If filing an amended state return, open the state return and activate the state amendment form.
9. Make any corrections on the original Forms, Schedules or Worksheets and the 1065X will now track the changes made.
10. Answer any required questions on the 1065X.
11. Print and mail the corrected return.
12. Provide any amended K-1's to the partners for their 1040 returns.

Preparing and e-filing an amended 1065:

1. Open the federal return.
2. From the File menu, select Save As.
3. Change the file name to make a copy of the return. For example change Partnership.24p to PartnershipX.24p
4. On the Partnership Information Worksheet scroll down to Part VI - Electronic Filing Information.
5. Uncheck the electronic filing boxes for the return.
6. Check the Amended Return checkbox for the federal and any state that you need to e-file an amended return for.
7. Open the 1065 p1-3.
8. On line G checkbox (5) Amended return.
9. If filing an amended state return, open the state return and activate the state amendment form.
10. Make any corrections on the original Forms, Schedules or Worksheets and the 1065X will now track the changes made.
11. Attach a PDF statement that identifies the line number of each amended item, the corrected amount, treatment of the item, and an explanation of why the change was made.
    • See Attaching PDFs to business returns for e-filing in ProSeries Professional
12. Run the Final Review on the federal and any state you're e-filing.
13. From the E-File menu, select Transmit Selected Returns/Extensions/Payments.
14. If you're prompted to save, select Yes.
15. Check the box for the Federal Amended Return and any state-amended returns.
16. Select OK to begin the e-file process.
17. Follow the on-screen prompts.