New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
Requirements
You can e-file an amended 1040 return if it meets these requirements:
- 2019 or 2020 tax year
- Original form was a 1040 or 1040-SR
- Original return was e-filed
- Taxpayer or Spouse SSN matches the original return
- Filing status has not changed
Currently, the IRS doesn't allow e-filing for original returns filed on paper, or for amended Form 1040-NR, Form 1040-NR-EZ, Form 1040-PR, Form 1040-SS.
Steps
To electronically file a Form 1040-X amended return:
- Complete the amended return.
- If there's no e-file accepted status on the original Form 1040 for the client (for example, if you filed the return in another software or if the status was lost somehow):
- Go to the Amend screen in the Separate Filings folder.
- Mark the Original return was electronically filed (Force) field.
- Go to the PIN screen in the Electronic Filing folder.
- Mark the Form 8879 is for amended return (Form 1040-X) field.
- Enter a new date in the Signature date field.
- If there's a balance due and you want to pay electronically:
- Go to the ELF screen.
- Mark the Electronic funds withdrawal is for Amended return (Form 1040-X) field.
- Enter a new date in the Requested payment date field.
- If you need to force the tax payment amount, use the Amount of tax payment (Force) field.
- At this time, you can't e-file amended federal and state returns at the same time. If there are any states attached, suppress them:
- Go to the ELF screen.
- Mark the Suppress the creation of: State electronic file(s) when only filing the federal return/extension electronically field.
- Create and transmit the federal amended e-file.
Note: When you create the e-file, the return type in CS Connect will still show as Form 1040. You can verify it is the amended return by finding the word "Amended" in the XML.
- If you need to e-file amended state returns:
- Go back to the ELF screen in the Electronic filing folder.
- Unmark the Suppress the creation of: State electronic file(s) when only filing the federal return/extension electronically field.
- Complete the data entry to amend and e-file the state return(s).
- You can use the same taxpayer and spouse PINs that were used for the originally filed Form 1040.
- Form 8879 will print the text “Amended” at the top of the form when it is for electronically filing the amended return.
- Form 1040-V vouchers won't print or generate with Form 1040-X.
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