Amending a partnership return (1065X) in Lacerte

Select the applicable instructions below to find out how to amend Form 1065, US Return of Partnership Income. Refer to the Instructions for Form 1065-X for information on who should file Form 1065-X.

Before you start:

• Use Form 1065 if you're e-filing the amended return.
• Amended returns typically follows e-file availability rules, where the current year and two prior can be filed electronically.
• Use Form 1065-X if you're paper filing the amended return.
• We recommend creating a copy of the return you're amending.

If you're looking for how to amend a different return type, select an option here:

Follow these steps to amend the return without using Form 1065X:

1. Before amending the partnership return, you should create a copy of the original file for amendment. Refer to this article for instructions on copying a client in Lacerte.  
2. Go to Screen 70, Amended Return or AAR (1065X).
3. Check the Amending federal return (MANDATORY) box.
4. Press Ctrl+E in the Explanation of changes (Ctrl+E) field.
5. Enter the reason for amending the return and click OK.
   • This statement can be found from the Forms tab as Amended Explanation.
6. Enter the applicable changes in the appropriate screen(s) and review the amended return.
7. When your ready to e-file go to the Clients tab.
8. Select Start e-file Amended Return Wizard.
9. You'll receive a warning message about maintaining your e-file history. Read the message carefully, then select No to continue the e-file process.
   • If you haven't made a copy of the client file, select Yes to exit the wizard and make a copy now.
10. Make sure the federal amended return is listed in the wizard, and press Next to continue.
11. Select Send e-file Return Now to transmit the return.

If you e-file an amended return and later need to make further corrections by filing another amended return, Lacerte will still allow you to e-file the subsequent amended return.

Follow these steps to amend the return using Form 1065X:

1. Before amending the partnership return, you should create a copy of the original file for amendment. Refer to this article for instructions on copying a client in Lacerte.  
2. Go to Screen 70, Amended Return or AAR (1065X).
3. Under the Miscellaneous section, check the Amending federal return (MANDATORY) box.
4. Press Ctrl+E in the Explanation of changes (Ctrl+E) field.
5. Enter the reason for amending the return and click OK.
6. Scroll down to the General Information (Form 1065X) section.
7. Enter a 1 or 2 in Filing Form 1065X: 1=amended return, 2=AAR (MANDATORY).
   • Form 1065-X can't be used to amend a previously e-filed return.
8. Select the Type of Amended Return / AAR (MANDATORY).
9. Enter the Beginning year date and Ending year date (if not the current tax year).
10. Complete any other applicable information in this section.
11. Enter the As Originally Report amounts in the following sections:
    • Income (Loss)
    • Deductions
    • Self-Employment
    • Credits
    • Foreign Transactions
    • Alternative Minimum Tax (AMT) Items
    • Other Information
12. Enter the applicable changes in the appropriate screen(s).
    • The fields under the Correct Amount [O] column are overrides and can be used if you don't want Lacerte to calculate the changes.

Related topics:

• How to update the e-file acknowledgement status in Lacerte
• How to check for delayed e-file acknowledgements
• Amending a State Return