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1040X FILING INSTRUCTIONS AND CLIENT LETTER?

ERIC J
Level 3

How do I get the instructions and client letter to update for 1040X from a 1040?  To prep the 1040X, I "saved as" the 1040 file as originally filed, prepped 1040X, and my instructions and letter still reference a Form 1040.  Thank you, Eric

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Just-Lisa-Now-
Level 15
Level 15

There's an Amended Letter (different than the Standard Letter)...did you print that?

amendedletter.png


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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4 Comments 4
Just-Lisa-Now-
Level 15
Level 15

There's an Amended Letter (different than the Standard Letter)...did you print that?

amendedletter.png


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
ERIC J
Level 3

No I didn't I wasn't aware of this feature.  Very good I got it!  Thanks very much 🙂  Eric

Just-Lisa-Now-
Level 15
Level 15

Its new this year, not sure if theres a way to get it to print automatically with an amended return, this is the only way Ive seen to get it to print.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Accountant-Man
Level 12

You can edit and save the letter to the client,  and add or subtract paragraphs as you wish. The 1040x paragraphs are in there, to be edited.

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