Exit the state return back to the federal return.As with the federal 1040-X, this step is only done once. Select the Amended return menu, indicate the year being amended, and pull the Original Column. The amended return is located under the Miscellaneous Forms menu (except for New Mexico where you'll find it on the New Mexico Tax Return Menu, and Pennsylvania where you'll find it under Personal Information, then Other Categories).Exit back to the Form 1040 Menu, then select State Return and select the state being amended.To amend the federal return and amend a state return that follows the federal three-column format in TaxSlayer Pro, from the Main Menu of the tax return (Form 1040) select:
Procedure 2 - Federal return plus state three-column return
Completing the 1040-X in TaxSlayer Pro without also completing a state amended return generally follows these steps: The 1040-X has three columns of information: Original amount, Correct amount, and Net change. If you're not e-filing the amended return, it and any supporting schedules and forms should be mailed to the appropriate address found in the "Where to File" section of the IRS instructions for Form 1040-X. If you created the original return, before starting the amending process print a copy, either to paper or PDF, so that you'll have a copy of the return as it was originally filed for archival purposes and to assist in creating or troubleshooting the amended return. If you did not file the original tax return, you can choose to either recreate the original tax return in order to pull the information into the amended return, or you can complete the corrected return and manually enter the original column information on Form 1040-X.
To file an amended return in TaxSlayer Pro, begin with the original tax return as it was sent to the IRS.
While most filing statuses can be changed with an amended return, changing from Married Filing Joint to Married Filing Separate is only allowed before the original due date of the return.
If the taxpayer owes money to the IRS, the tax return can be amended for any year using Form 1040-X. An amended return can be completed for any tax year, however, if a change to a taxpayer's return requires the IRS to issue a refund, the changes must be made using Form 1040-X within 3 years of the original return's due date, or 2 years from the date the return was paid, whichever is later. Individual income tax returns originally filed on Form 1040 or 1040-SR, that were submitted and accepted by the IRS, are amended on Form 1040-X.