• Current-year amended returns for online clients
• Current-year amended returns for software clients
• Prior-year amended returns for online clients
• Prior-year amended returns for software clients

Current-year amended returns for online clients

• Guidance for printing your current year return.
• Guidance for printing a return from a prior year.

1. Open the software program.
2. Click Start a Tax Return.
3. Click Create a New Return.
4. Re-enter your return information by completing the software interviews. This time, include any changes that need to be made. For example, if you are preparing an amended return because you received an additional 1099 or W-2, be sure to include that information in the proper interview.
5. Once you've completed the return and corrected any errors indicated in the error check, you will complete the 1040X. To do this, have on hand the original return prepared using the online program.
6. In the software program, click Forms in the grey menu bar at the top of the screen.
7. Select Open Forms.
8. Scroll down and select Form 1040X.
9. Click Open Form.
10. Part C - Explanation of Changes: Give a brief description as to why you are filing a 1040X.
    
    
    
    
11. Review the form for any additional information that you may need to add. For instance, the amount paid with your extension or when you originally filed the return or the amount of overpayment you received as a refund. You will manually enter this information onto Form 1040X.
12. Page 2 - Exemptions: If you are changing your exemptions and/or dependents, you will need to complete this section.
    
    
    
    
13. Once you've made all of your corrections, complete and print this form. To print the form, click the Print icon at the top of the screen.
14. Select the "Print for filing" radio button.
15. Click OK.
16. Click Close Form.
17. Next, print a "for filing" copy of any additional forms or schedules that support changes made to your return. For example, if you made changes to entries related to a rental property, the schedule E would reflect those changes and would need to be printed and included with your 1040X.

Current-year amended returns for software clients

1. Open the software program.
2. Open the return you wish to amend.
3. In the File menu, select Save As.
4. Enter a new name for your amended return, such as "My Amended 2009 Return."
5. Click OK.
6. Print a copy of Form 1040X and your return. You'll need them for reference.
7. Go through the interview and make your corrections in the new amended return.
8. Once you've completed the return and corrected any errors indicated in the error check, you will complete the 1040X. To do this, have on hand the original return.
9. In the software program, click Forms in the grey menu bar at the top of the screen.
10. Select Open Forms.
11. Scroll down and select Form 1040X.
12. Click Open Form.
13. Part C - Explanation of Changes: Give a brief description as to why you are filing a 1040X.
    
    
    
    
14. Review the form for any additional information that you may need to add. For instance, the amount paid with your extension or when you originally filed the return or the amount of overpayment you received as a refund. You will manually enter this information onto Form 1040X.
15. Page 2 - Exemptions: If you are changing your exemptions and/or dependents, you will need to complete this section.
    
    
    
    
16. Once you've made all of your corrections, complete and print this form. To print the form, click the Print icon at the top of the screen.
17. Select the "Print for filing" radio button.
18. Click OK.
19. Click Close Form.
20. Next, print a "for filing" copy of any additional forms or schedules that support changes made to your return. For example, if you made changes to entries related to a rental property, the schedule E would reflect those changes and would need to be printed and included with your 1040X.

Prior-year amended returns for online clients

• Guidance for printing a return from a prior year.

1. Open the software program.
2. Open the return you wish to amend.
3. In the File menu, select Save As.
4. Enter a new name for your amended return, such as "My Amended 20xx Return" where xx is the year of the return you're amending.
5. Click OK.
6. Print a copy of Form 1040X and your return. You'll need them for reference.
7. Go through the interview and make your corrections in the new amended return.
8. Once you've completed the return and corrected any errors indicated in the error check, you will complete the 1040X.
9. Click Forms in the grey menu bar at the top of the screen.
10. Select Open Forms.
11. Scroll down and select Form 1040X.
12. Click Open Form.
13. Scroll down to Part II.
14. Using the return you printed from the online program, complete the figures in Column A. The completed 1040X is actually a "before and after" comparison. It shows the before or "Orig" amounts in Column A, the after or "Correct" amounts in Column C, and the "Net Change" or difference in Column B. (Excerpt below)
    
    
    
    
15. Once you've completed Part II, complete white boxes on the remainder of the form (if applicable - through line 33).
16. To print the form, click the Print icon at the top of the screen.
17. Select the "Print for filing" radio button.
18. Click OK.
19. Click Close Form.
20. Next, print a "for filing" copy of any additional forms or schedules that support changes made to your return. For example, if you made changes to entries related to a rental property, the schedule E would reflect those changes and would need to be printed and included with your 1040X.

Prior-year amended returns for software clients

1. Open the software program.
2. Open the return you wish to amend.
3. In the File menu, select Save As.
4. Enter a new name for your amended return, such as "My Amended 20xx Return" where xx equals the year of the tax return you're amending.
5. Click OK.
6. Print a copy of Form 1040X and your return. You'll need them for reference.
7. Go through the interview and make your corrections in the new amended return.
8. Once you've completed the return and corrected any errors indicated in the error check, you will complete the 1040X. To do this, have on hand the original return.
9. In the software program, click Forms in the grey menu bar at the top of the screen.
10. Select Open Forms.
11. Scroll down and select Form 1040X.
12. Click Open Form.
13. Part C - Explanation of Changes: Give a brief description as to why you are filing a 1040X.
    
    
    
    
14. Review the form for any additional information that you may need to add. For instance, the amount paid with your extension or when you originally filed the return or the amount of overpayment you received as a refund. You will manually enter this information onto Form 1040X.
15. Page 2 - Exemptions: If you are changing your exemptions and/or dependents, you will need to complete this section.
    
    
    
    
16. Once you've made all of your corrections, complete and print this form. To print the form, click the Print icon at the top of the screen.
17. Select the "Print for filing" radio button.
18. Click OK.
19. Click Close Form.
20. Next, print a "for filing" copy of any additional forms or schedules that support changes made to your return. For example, if you made changes to entries related to a rental property, the schedule E would reflect those changes and would need to be printed and included with your 1040X.