- From the HomeBase view, highlight the return.
- From the File menu, go to Client File Maintenance, and select Copy/Backup to backup up the original return.
- For more information on how to copy or backup, click here.
- Open the originally filed return.
- If you need to amend the state return you should go to the state amended form and consult the tax help for instructions before proceeding.
- Scroll to Part V - Electronic Filing Information and check the box to e-file the federal amended return if efiling the amended return.
- Box F, Amended Return on Form 1041, page 1 is automatically checked when efiling. If paper filing you must check the box manually.
- Correct the appropriate lines with the new information.
- From Form 1041, page 1, Box F, click the QuickZoom button from the Amended Return line.
- Complete the Explanation statement that explains the reason for the amendment and identifies the lines and amounts being changed on the amended return.
Intuit Help
Intuit
12-05-2019
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Down below we will go over how to amend the federal or state Fiduciary return in ProSeries Professional, as well as how to e-file them.
For more general information on how to amend a Form 1041 return, you may review the IRS instructions for Form 1041.
How to amend a Form 1041 return:
How to e-file an amended Form 1041 return:
Before you start:
- To mark an electronically filed return as Amended Return Mode, you must have the accepted acknowledgement for the originally filed return.
- If the original return was paper filed, be sure to only check the box next to "Check this box to file a federal amended return electronically" in Part V of the Fiduciary Information Worksheet. Do not check the boxes for filing the return electronically.
To e-file the amended Form 1041 return:
- Before you amend the original return, we recommend that you make a backup copy of the return you will be amending.
- Complete the steps to amend the Form 1041 return as listed above.
- On the Fiduciary Information Worksheet, go to Part V - Electronic Filing Information and scroll down to the Electronic Filing of Amended Return section and verify that the box Check this box to file a federal amended return electronically is checked. If not, check it now.
- From the Information menu, select Final Review.
- Verify Electronic Filing is checked and click Review.
- Clear any You Must Fix errors before e-filing.
- Save the return.
- Go to the EF Center.
- Select the amended 1041 return to e-file.
- From the E-File menu, select Electronic Filing and Convert/Transmit Returns/Extensions/Payments.
- From the Electronic Filing Options select Convert and Transmit selected returns/extensions/payments.
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