1040-US: Manually adjusting original information amounts for Form 1040X

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If I forgot to mark the Transfer original information field or made changes prior to marking the Transfer original information field in Screen Amend, do the changes need to be removed and the amend process restarted?


No. If you forgot to mark the Transfer Original Information field and have already made changes, original information amounts can be manually adjusted in Screen Amend after marking the Transfer original information field. Choose File > Preview to verify that the correct information is being transferred.

Related topic: 1040X - Amended return FAQs

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