This article will walk you through creating a Form 1040X for a client whose original Form 1040 was created by a different preparer or in a different tax program. If you prepared the client's original 1040 in ProConnect Tax Online, see  Amending an individual return (1040X) originally prepared in ProConnect Tax Online, instead.

Follow these steps to create Form 1040X:

  1. Go to your Tax Returns list.
  2. Click on New Return at the top right corner of your screen.
  3. Enter the client's basic information. First Name and Last Name are required entries.
    • If the client is already present in your Client List, use the Select an existing client section at the top of this screen to select their name.
  4. Click the Save and Continue button at the bottom of your screen.
  5. Select 1040 - Individual for the return Type.
  6. Choose the return Year from the drop-down menu. 
    • Note: You can use the current year Form 1040 program to amend prior year returns, if desired.
  7. Click Save and Continue.
  8. On the Profile tab, un-check the Federal Select for E-file box. The IRS does not allow Form 1040X to be e-filed.
  9. Click Add a state return (if applicable).
  10. Go to the Input Return tab.
  11. On the left-side menu, click Miscellaneous Forms.
  12. Select General Information and Federal (1040X).
  13. Check the box Amending federal return.
  14. Enter the Year to amend (MANDATORY).
  15. Enter a 1 in 1=amending state return (if applicable).
  16. Fill any applicable items in the Miscellaneous Information section.
  17. Scroll down to the Explanation of Changes section and enter an explanation to print with the return.
  18. Scroll down to the Federal Income Tax Return section.
  19. Fill in the As Originally Reported column with the amounts from the previously filed 1040. These amounts will populate Form 1040X, column A.
  20. Fill in the Correct Amount [Override] column with manually calculated figures for Form 1040X, column C.
  21. Go to the Check Return tab and review the 1040X for accuracy.

Related Topics

Amending an individual return (1040X) originally prepared in ProConnect Tax Online
Frequently Asked Questions - Amended Returns
Penalties and Interest on Form 1040X
Applying an Overpayment to Estimated Tax on the 1040X Amended Return
Amending Form 1040NR
1040X Amended and Refundable Credits