E-filing an amended New York individual state return in ProSeries

Before you start:

• Starting in tax year 2019 the IRS began accepting e-filed amended 1040X returns. This change does not apply to prior tax years. If you are filing a federal 1040X, see here.
• We recommend that you save a copy of the return as it was originally filed.

To generate and e-file the New York state individual return:

1. Open the federal return.
2. If the amended return is for tax year 2019:
   1. Open the Federal Info Worksheet and scroll down to Part VI - Electronic Filing of Tax Return Information section.
   2. Uncheck the e-file boxes for the federal and all states.
   3. Open each state return attached.
   4. Save the return.
3. From the File menu, select Save As.
4. Save the return using a different name. For example, SmithCopy20.20I
5. On Federal Information Worksheet scroll down to Part VII - Electronic Filing of Extension and Amended Return Information. 
6. Check the box 'File state amended return(s) electronically', then select New York.
7. Open the New York return.
8. Open Form IT-201-X or Form IT-203-X. 
9. Check the box to activate calculation for Form IT-201-X (or IT-203-X).
10. Make the amended changes on the original form or worksheet from the federal and state return.
11. Run Final Review and correct any red You Must Fix this errors.
12. Save the return, and go to the EF Center or EF Clients Homebase view.
13. Highlight the client. Look in the Amended Return column to see which line is Marked for EF if you’re not sure which file to transmit.
    • Their EF Status will show as Duplicate SSN, since the copy you created is also listed here.
14. Go to the E-file menu and select Electronic Filing.
15. Click on Convert/Transmit Returns and Extensions…
16. You’ll see a warning that another taxpayer with the same SSN is present. Click Yes to continue with transmitting the return.
17. Convert and transmit the client's amended individual return.