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:

• Current tax year return and prior two tax years
• Original form was a 1040 or 1040-SR (original return must have been electronically filed for 2020 returns)
• Original form was a 1040-NR starting with 2022
• Original form was a 1040-SS or 1040-PR return starting with 2022. Note: The IRS refers to amended 1040-SS/1040-PR returns as Corrected returns. 1040-X is not included for a Corrected 1040-SS or 1040-PR return.
• Taxpayer, and Spouse, if applicable, SSN matches the original return

Steps

To electronically file a Form 1040-X amended return:

1. Complete the amended return.
2. 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):
   
   1. For 2020: Go to the Amend screen, in the Separate Filings folder and mark the Original return was electronically filed (Force) field.
3. Go to the PIN screen in the Electronic Filing folder.
   1. Mark the Form 8879 is for superseded return or amended return (Form 1040-X) field. Prior to 2022, the field would be Form 8879 is for amended (Form 1040-X).
   2. Enter a new date in the Signature date field.
4. If there's a balance due and you want to pay electronically:
   1. Go to the ELF screen.
   2. Mark the Electronic funds withdrawal is for Amended return (Form 1040-X) field.
   3. Enter a new date in the Requested payment date field.
   4. If you need to force the tax payment amount, use the Amount of tax payment (Force) field.
5. 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.

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