Before you start, you should copy the original return and save the original entries as filed. Keep in mind that printing or filing from the copy return will incur a new charge. You'll want to make changes and e-file from the original return, but save the copy for your records. Check out this article for information on copying client returns in ProConnect.
E-filers will use Form 1065, which will be marked Amended return at the top of page 1. Paper filers will use Form 1065-X.
Follow these steps to amend Form 1065:
- Go to the Input Return ⮕ Other Forms ⮕ Amended Return or AAR (1065X).
- Under the Miscellaneous section, check the Amending federal return (MANDATORY) box.
- Enter the Explanation of changes.
- The program prints this explanation with the return and includes it in the e-file.
- Complete any other applicable fields.
- Use the regular input screens to make any changes to the return.
- For example, if amending to report extra gross receipts, go to Ordinary Income ⮕ Income, and change the Gross receipts or sales entry there.
- Go to the Check Return tab to verify your entries. If you are e-filing Form 1065 Line G box 5 will be checked.
Follow these steps to generate Form 1065-X:
- Go to the Input Return ⮕ Other Forms ⮕ Amended Return or AAR (1065X).
- Select 1065 Amended Return from the dropdown menu.
- Scroll down to the General Information section.
- Make an entry in Filing Form 1065X: 1=amended return, 2=AAR (MANDATORY).
- Under the Year that is being amended (if not 2020 tax year) subsection, enter the Beginning year date and Ending year date.
- Complete any other applicable information in this section.
- Scroll down to the Income (Loss) (Form 1065X) section.
- Enter all As Originally Reported amounts from the previously filed 1065.
- Leave the Correct Amount [Override] column blank unless absolutely necessary. An entry here will stop the program's automatic calculations.
- Use the regular input screens to make any changes to the return.
- For example, if amending to report extra gross receipts, go to Ordinary Income ⮕ Income, and change the Gross receipts or sales entry there.
- Go to the Check Return tab to verify your entries on Form 1065-X.
