Federal Amendment; Form 1040X
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Although we do our best to maintain this information and keep it current, tax laws are constantly changing, supported forms/documentation can change at anytime. We can not guarantee the that the information is current. You will always find the most up-to-date information on the IRS website or applicable State website.
This page includes information on how to prepare a Federal Amendment Form 1040-X and preparing State Amendments in the program.
Refer to the IRS Form 1040-X Instructions, or the applicable State Amendment Instructions.
This page contains directions on the new Amendment Progress starting 2020 Tax Year and the 2019 and Earlier Tax Years. Please make sure you are looking at the correct instructions for the correct year.
Amendment Process (Tax Year 2020 and after)
NEW amendment system starting tax year 2020. The 1040X is no longer in its own section. You can find the Form 1040X is listed under BASIC INFO.
Amendments can now be e-filed starting Tax year 2020.
Please note there are some reasons the IRS will not allow e-filed amendments, some amendments will need to be paper filed.
Amending Original Return
On the Navigation Page select "Edit a Return in Progress"
Select the option to amend the filing(s)
"Click here to amend a return."
Under the Forms In Return section you will see the Form 1040-X has been added
You will have to access this page to add the Explanation of Changes
You will make any changes to the return that are needed to complete the 1040-X Federal Amendment
To electronically file the amendment, you will finish all required signature pages and select the option "Click here to eFile the Federal Amendment
Amending Where Original Return Was Filed Elsewhere
On the Navigation Page select "Begin a New Return"
You will continue through the return process creating the "Correct Return"
Once you have constructed the "Correct Return" -
Click on Basic Info
Locate 1040-X
In the first column you will enter the amounts from the original 1040 As Filed
You will have to enter the Explanation of Changes at the bottom of the Form 1040-X page
View the Form 1040-X to ensure accuracy of the amendment
To electronically file the amendment, you will finish all required signature pages and select the option "Click here to eFile the Federal Amendment
Amendments 2019 and Earlier
Select "Amend the Federal Return" located on the Navigation Page to begin.
IMPORTANT
The Amendment Link will only be available once all tax returns filed and accepted.
If a State Return has not been filed with the Federal Return, the state return must be either filed and accepted, or removed from the account, to access the Federal Amendment.
Amendment Page:
The first page explains the entire Amendment process, there is a total of 4 steps.
Once you understand the Amendment Process, Check the box and select "Continue".
Step 1: Make Changes
Check the box "Amend the Return" to start the amendment.
To leave the amendment and return to the Navigation Page select "Exit the Amendment".
Note: You will not be able to begin or edit other returns until the amendment is complete.
Step 2: Continued
Picture shown is a test return. The Federal Return must reflect the "Accepted" Status for the amendment to be available.
The Amendment begins with duplicating a unlocked copy of the return.
Select "Done" to exit. This does not complete the Amendment, changes can still be made at a later time.
Information on the Original Return:
Changes made will not change the Federal Tax Return, State Tax Return, along with the Forms/Schedules that were filed with the original return(s).
The filed forms are still available in the "Print Completed Forms and Documents" link on the Navigation Page.
Step 2: Federal Details Page
Extension Payment:
Enter amount of payment sent with a filed extension.
Tax Paid:
Enter the amount paid with the original return, along with any payments made after filing.
Explanation of Changes to Income, Deductions, and Credits:
Overpayment:
When the original return included an overpayment (expected refund), that amount will be carried over automatically.
Warning: If the original return was adjusted by the IRS, and the overpayment amount was changed, you must enter this amount in manually.
Enter the reason for the amendment, include details on what was changed and amounts (if applicable).
Step 3: Final Check
Enter the Amendment and verify all changes are made and correct.
Step 4: Print Amendment Forms
This is the last step. The return is locked, edits can not be made, and the Amendment is complete.
When you are finished Select "Print Amendment Forms" and click "Continue".
Unlocking Amendments:
You will need to call Customer Support in the event an amendment needs to be unlocked for editing.
The first unlock is free, there is a $35.00 fee for an additional unlock.
Amendment Unlocks are subject to management approval.