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Common questions about e-filing individual amended returns (Form 1040-X)

SOLVEDby IntuitLacerte Tax248Updated September 09, 2021

Before you start

  • This functionality is now available in Lacerte, ProSeries and ProConnect Tax.
  • This article will help you determine which 1040X returns can be e-filed. For instructions on e-filing these returns, select your product:

Currently, you can e-file the 2020 and 2019 1040-X, since the IRS doesn’t support any earlier years. Starting in the 2021 filing season, the 1040-X will follow typical e-file availability rules, where the current year and two prior can be filed electronically

Only an e-filed Form 1040 or 1040-SR can be amended this way due to IRS limitations. ProSeries will not support e-filing an amended 1040-SR. 1040NR and 1040NR-EZ filers will not be able to e-file amended returns.

Direct debit in order to pay an amount due will be available. However, all refunds will be issued as paper checks.

These returns must still be paper filed. The filing status of any e-filed amended return must match the filing status of the originally filed return.

These returns must still be paper filed. The taxpayer's (and spouse's) TIN or SSN must match that of the original filing when e-filing.

These returns must still be paper filed. Dependents claimed on someone else's return can't be claimed on an e-filed amended return.

Yes, you should have your client sign a new Form 8879, IRS e-file Signature Authorization.

For more information on Form 1040X, refer to the IRS Form 1040-X, Amended U.S. Individual Income Tax Return, Frequently Asked Questions.

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