This article will walk you through creating an amended partnership return. For e-filed returns, Form 1065 is used but marked Amended return at the top of page 1. Paper filers will use Form 1065-X.


Before you start:

We recommend copying the original return to save the original entries as filed; however, printing or e-filing from the COPY return will incur a new charge. You'll want to make changes and e-file from the original return, while saving the copy for your records. See  Copying client returns in ProConnect Tax Online for instructions.


Follow these steps to amend Form 1065 for e-filing:

  1. Go to the Input Return tab.
  2. On the left-side menu, select Other Forms.
  3. Click on 1065 Amended Return.
  4. Check the box Amending federal return (MANDATORY).
  5. Enter the Explanation of changes. The program prints this explanation with the return and includes it in the e-file.
  6. Use the regular input screens to make any changes to the return. For example, if amending to report extra gross receipts, go to Ordinary Income > Income, and change the Gross receipts or sales entry there.
  7. Go to the Check Return tab to verify your entries.


Follow these steps to generate Form 1065-X (paper filing only):

  1. Go to the Input Return tab.
  2. On the left-side menu, select Other Forms.
  3. Click on 1065 Amended Return.
  4. Make an entry in Filing Form 1065X: 1=amended return, 2=AAR (MANDATORY).
  5. Enter the Beginning year date and Ending year date.
  6. Complete any other applicable information in this section.
  7. Scroll down to the Income (Loss) (Form 1065X) section.
  8. Enter all As Originally Reported amounts from the previously filed 1065. 
  9. Leave the Correct Amount [Override] column blank unless absolutely necessary. An entry here will stop the program's automatic calculations.
  10. Use the regular input screens to make any changes to the return. For example, if amending to report extra gross receipts, go to Ordinary Income > Income, and change the Gross receipts or sales entry there.
  11. Go to the Check Return tab to verify your entries on Form 1065-X.
 


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Document ID: 000030745