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Amending a State Return

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Intuit

Amending a State Return

How do I amend a state return?

Solution

Before you begin:  It is highly recommended you create a client copy so that you have the originally filed return as one client, and the amended as the other.

Follow these steps to make a copy of your client:

  1. Highlight the client from the Client tab
  2. Click on Client and then click Copy
  1. A window will prompt you to enter a client number.   It is recommended you enter the same client number with an X to indicate which client includes the amended information. For example, (original client number 0001, enter the new client number as 0001X).
  1. Go to Screen 59, Amended Return (1040X) before making any changes to the return
  2. In the section Return(s) to Amend, click the drop-down arrow next to field Federal/state return(s) to amend (Ctrl +T) (MANDATORY).  This list will contain states added in Screen 1, Client Information.
  1. Next the program will show a pop up letting you know the date and time the program will display your originally reported amounts.
  1. At this time the program will automatically bring over original amounts from the return into the As Originally Reported column for the various states.  You can review the amounts imported by clicking on the state under the Amended box on the left panel.

Note: Some states may not have a specific form for an amended return and a corrected main form should be filed.  Review the state's form instructions for more details.

  1. Once this has been completed you may go back to the desired detail screens to make the changes required.
Note: Make sure the F4 status of the return is not marked as Return Complete. The amounts will not auto-populate in this instance.
  1. Press the F4 key on your keyboard and click on the Client Status tab.
  2. Make sure the Return Complete box is not checked.
  1. Go to Screen 70, Amended Return or Admin. Return Request
  2. If amending the Federal return, check the box Amending Federal Return (Mandatory)
  3. Enter a 1 in the field labeled 1 = amending state return (Mandatory)

Note:  If amending multiple state returns, press Ctrl + E in this field and enter a 1, indicating the proper state for each line

  1. Go to Screen 70, Amended Return or Admin. Return Request
  2. If amending the Federal return, check the box Amending Federal Return (Mandatory)
  3. Enter a 1 in the field labeled 1 = amending state return (Mandatory)

Note:  If amending multiple state returns, press Ctrl + E in this field and enter a 1, indicating the proper state for each line

  1. Go to Screen 55, Amended Return (1120X).
  2. Enter a 1 in 1 = amending state return (MANDATORY).

Note:  If amending multiple state returns, press Ctrl + E in this field and enter a 1, indicating the proper state for each line

  1. Enter the original amounts from the original returns for each state and fill in any other applicable information on screen 55.
  2. Return to the applicable input screens to make the necessary amendments.

How to amend a state return in the Exempt Organization module:

  • California:
    • To indicate Form 199 or Form 109 is an amended return, check the box Amended State Return CA Mandatory CA (Code 10) in Screen 74, Amended Return.
    • For the California Attorney General Report (RRF-1), check the box Amended Report in section CA Attorney General Report (RRF-1) of Screen 72.011, Charitable Filing Forms.
  • Illinois:
    • To amend the IL-990-T, complete all applicable information in the Illinois (IL-990-T-X) section in Screen 74.071, Illinois Amended Return.
  • New York:
    • To amend Form CT-13, Unrelated Business Income Tax Return, check the Amended Return box in Screen 65.091, New York Miscellaneous and check all other applicable information in the Amended Return section.
    • To amend Form CHAR 500, Annual Filing for Charitable Organizations, check the Amended filing box in the NY Annual Financial Report (CHAR500) section of Screen 71, Charitable Filing Forms.
  1. For most states, go to Screen 74, Amended Return
  2. If amending the Federal return, check the box Amended Return (Mandatory)
  3. Enter a 1 in the field labeled 1 = amending state return (Mandatory)

Note:  If amending multiple state returns, press Ctrl + E in this field and enter a 1, indicating the proper state for each line

  1. For some states, entries for Amended Returns will be located in Screen 60, Other

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