Support CenterHow do I amend a return that has a bank product or fee collect application using SureFire? - How to amend a return that has a bank product or fee collect application using SureFire.
You will need to update your SureFire program to version 35.04.
Open the return in SureFire.
Select 1040X from the forms list. SureFire displays the following confirmation box
Click Yes.
SureFire opens Form 1040X.
Before changing the return, you should print a copy of the original return for your records if you have not done so already.
Before making any changes to the federal or state return, do the following:
Open Form 1040X and select the check box located above line 1 to override the original refund or balance due. When you select the check box, SureFire overrides certain fields on this form containing information from the original federal return so that they will not change.
If you are also amending the state return and the state has a similar amended form, you must select a similar check box on the state amended form.
Remove the bank applications or fee collect by doing the following:
Go tothe Main information sheet select E-file Only for the type of return field, remove the check mark for the bank name or Fee Collect
Next, make the necessary changes to the federal return. If you need to change the filing status or dependent information, do so on the Main Information Sheet. Add, remove, or change forms from the return as needed. SureFire calculates the revised information to Form 1040X and the state amended form. Make changes directly on state forms only if necessary.
Tags: federal,form,bank