Amending a partnership return (1065) in ProConnect Tax

This article will help you create and file an amended return for Form 1065 in ProConnect Tax.

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.
  • There are two methods for amending a partnership return.
  • There are two methods for amending a partnership return.
• You should copy the original return and save the original entries as filed. You'll want to make changes and e-file from the original return, but save the copy for your records. Check out this article for information on copying client returns in ProConnect.
  • Keep in mind that printing or filing from the copy return will incur a new charge.

Follow these steps to amend Form 1065:

1. Go to the Input Return ⮕ Other Forms ⮕ Amended Return or AAR (1065X).
2. Under the Miscellaneous section, check the Amending federal return (MANDATORY) box.
3. Enter the Explanation of changes.
   • The program prints this explanation with the return and includes it in the e-file.
4. Complete any other applicable fields.
5. Use the regular input screens to make any changes to the return.
   • For example, if amending to report extra gross receipts, go to Ordinary Income ⮕ Income, and change the Gross receipts or sales entry there.
6. Go to the Check Return tab to verify your entries. If you are e-filing Form 1065 Line G box 5 will be checked.

Follow these steps to generate Form 1065-X:

1. Go to the Input Return ⮕ Other Forms ⮕ Amended Return or AAR (1065X).
2. Select 1065 Amended Return from the dropdown menu.
3. Scroll down to the General Information section.
4. Make an entry in Filing Form 1065X: 1=amended return, 2=AAR (MANDATORY).
5. Under the Year that is being amended (if not 2020 tax year) subsection, enter the Beginning year date and Ending year date.
6. Complete any other applicable information in this section.
7. Scroll down to the Income (Loss) (Form 1065X) section.
8. Enter all As Originally Reported amounts from the previously filed 1065.
   • Leave the Correct Amount [Override] column blank unless absolutely necessary. An entry here will stop the program's automatic calculations.
9. Use the regular input screens to make any changes to the return.
   • For example, if amending to report extra gross receipts, go to Ordinary Income ⮕ Income, and change the Gross receipts or sales entry there.
10. Go to the Check Return tab to verify your entries on Form 1065-X.

Related topics

• How to e-file amended business returns
• Common questions about Amended Returns