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How do I amend a 1040 return in SureFire?

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📊 Step-by-Step Guide

Step 1: Open the return in SureFire

Use this when you need to access the return you want to amend.

Open the return in SureFire.

Step 2: Select 1040X

Use this to switch from the original return to the amended return form.

Select 1040X from the forms list.

Note: SureFire will display a confirmation dialog box.

Click Yes.

SureFire opens Form 1040X, the amended return.

 

Step 3: Override the original refund or balance due (federal)

Use this when you need to ensure the amended return overrides the original refund or balance due.

Before making any changes to the federal or state return, do the following:

Open Form 1040X.

Select the check box located above Line 1 to override the original refund or balance due.

Note: 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.

Step 4: If amending the state return, override there too

Use this when you are also amending the state return and the state has a similar amend form.

If you are also amending the state return and the state has a similar amend form, you must select a similar check box on the state amend form.

Step 5: Make the necessary changes to the federal return

Use this to update filing status, dependents, and any other required federal changes.

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 amend form. Make changes directly on state forms only if necessary.

Step 6: If e-filing, run diagnostics and create the amended e-file

Use this when you want to e-file the amended return.

If e-filng the return do the following:

Run Diagnostics, in the diagnostics forms to be e-filed you will see the Amended Individual Page 1 and 2.

Click E-File, you will see the prompt Electronic return is created and stored on disk, click OK.

Close the return.

Step 7: Send the amended federal/state returns

Use this to transmit the amended return to the appropriate agency.

Go to Communications, click Send Federal/State Returns to.

Select the return to file , the amended file will appear under the column Agency ID as IRS AX( AX being amended).

Then click Send.

 

 

 

 

 

Tags: federal,form