E-filing Form 1040X Amended Returns

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Requirements

You can e-file an amended 1040 return if it meets these requirements:

  • 2019, 2020, or 2021 tax year
  • Original form was a 1040 or 1040-SR
  • Original return was e-filed (2019 and 2020 returns only)
  • Taxpayer or Spouse SSN matches the original return
  • Filing status has not changed

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:

  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. Go to the Amend screen in the Separate Filings folder.
    2. For 2019 and 2020: 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 amended return (Form 1040-X) field.
    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. 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:
    1. Go to the ELF screen.
    2. Mark the Suppress the creation of: State electronic file(s) when only filing the federal return/extension electronically field.
  6. 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.
  7. If you need to e-file amended state returns:
    1. Go back to the ELF screen in the Electronic filing folder.
    2. Unmark the Suppress the creation of: State electronic file(s) when only filing the federal return/extension electronically field.
    3. Complete the data entry to amend and e-file the state return(s).
Notes:

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