Common questions about California amended individual returns (Form 540X) in Lacerte

Below, you'll find answers to frequently asked questions about amending a California individual return (Form 540X):

How do you amend a California individual return?

1. In Detail, go to Screen 59, Amended Return (1040-X).
2. In the section Return(s) to Amend, select the Federal/state return(s) to amend (Ctrl+T) (MANDATORY) dropdown menu.
3. Select the box labeled California.
4. Select OK.
5. In the Information pop-up window, select OK.
6. Under the Amended panel, select California (Sch X).
7. Enter all applicable information in the following fields on the Schedule X:
   • Overpaid tax on original return (code 1)
   • Tax paid with original return (code 2)
   • Penalties (code 3)
   • Interest (code 4)
8. Make changes in the appropriate screens to show the amended changes.

Related topics:

• Amending a State Return
• Net Operating Loss Carryback For California