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How to amend an individual return (1040X) in ProConnect

SOLVEDby IntuitProConnect Tax164Updated February 04, 2022

This article will assist you with amending an individual return (1040X) in Intuit ProConnect.

Before you start:

1040x-amended-US-individual-income-tax-return.jpeg

To generate Form 1040X:

  1. Open the original tax return.
  2. Go to the Input Return tab.
  3. Select Miscellaneous Forms.
  4. Select Amended Return (1040-X), then General Information and Federal (1040X).
  5. Mark the checkbox labeled Amending federal return.
  6. A window will open asking if you wish to automatically fill out the As Originally Reported amounts.
    • Select the box to Make a copy of this return if you haven't already done so.
    • Select Yes, transfer data.
  7. Enter a 1 in 1=amending state return, if applicable.
  8. Enter the Year to amend (MANDATORY).
  9. Select the Explanation of Changes tab and enter an explanation to print with the return.
  10. Select the Gen. Info. & 1040X tab.
  11. Fill any applicable fields in the Miscellaneous Information section.
  12. Scroll down to the Federal Income Tax Return section.
  13. Fill out the As Originally Reported column using the amounts from the original 1040.
  14. Use the regular input screens to make any changes to the return.
    • For example, to report additional wages, go to the Wages, Salaries, Tips (W-2) screen and add a W-2.
    • Don't use the Correct Amount [Override] column unless you're amending a prior-year return in the current year program, or it's absolutely necessary. These overrides will stop any automatic calculation and require you to manually calculate the new tax amount.
  15. Review the 1040X for accuracy using the Check Return tab.

To e-file the amended return:

  1. Go to the Profile tab.
  2. Select the box to select both Federal and Federal Amended for e-filing.
  3. Go to the Check Return tab.
  4. Resolve any critical diagnostics that may generate.
  5. Have your client sign and return Form 8879, IRS e-file Signature Authorization.
  6. Go to the File Return tab.
  7. Select E-File Amendment.
  8. Select the E-file button.

The amounts printed on Form 8879 may look strange. That's because the IRS hasn't issued a new Form 8879 or instructions that address Form 1040X, and ProConnect follows the current IRS instructions for completing tax forms.

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