Support CenterAmending 1040X for 2020 and newer - Amending 1040X
🔍 Amending 1040X for 2020 and Newer - Amending 1040X
This guide explains what you need to do to amend a return using 1040X for 2020 and newer.
⚠️ Before You Begin
Please make sure you are at Version 34.06 in the Software and Version 9 of 1040.
If you are not on those versions, follow the steps below to update first.
📊 Step-by-Step Guide
Step 1: Get the required program and module updates
If you are not already on the required versions, you must update before amending.
If not, first get each of those updates by going to Communications and in drop-down select Get PROGRAM updates.
Once that is updated go back to Communications and Get MODULE updates.
You will need to restart the Program.
Step 2: Add 1040X to the return and make the changes
After everything is fully updated, you can amend the return.
Once they both are completely updated, you add the 1040X to the return make the changes.
But for the state of CA you will need to change the answer to NO where it ask do you want to electronically file or any other state.
Step 3: Check for errors and e-file
Only e-file after confirming there are no errors on the 1040X.
Then if there is no errors on the 1040X you will be able to e-file it.
It will show as 1040 but 1040X will be included with the e-file.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form