Desktop: Electronically Filing Amended State Returns

TaxSlayer Pro supports the electronic filing of state amended returns for the following states:

INDIVIDUAL:

¹ - NJ resident return and NJ-1040NR for tax year 2021 and forward. (To amend NJ-1040NR for tax years prior to 2021, per the state instructions correct it, print it, write "Amended" at the top, and mail it.)
² - TN INC 250 only.

Some states use a separate form ending in the letter X, and this form may have three columns similar to the 1040-X. Other states amend the original return by checking a check box in the return header to indicate that the return is being amended, or in the case of California including Schedule X with the return makes it an amended return. However it's done for a particular state, complete the amended return and if it's for one of the above states ensure the return is marked for electronic filing.

See here for more information about each state's amending process in TaxSlayer Pro.

Note: Unlike original returns, the state amended return isn't linked to the federal amended return, therefore the state amended return must be transmitted separately as a "state only" transmission after the federal amended return has been both transmitted and accepted by the IRS.

For instructions on how to amend federal and state returns at the same time, see the knowledgebase articles on amending an individual Form 1040 or 1040-SR in TaxSlayer Pro:

• Tax year 2020 and forward
• Tax year 2019
• Tax year 2018 and prior

Note: When e-filing, the state amended return isn't linked to the federal amended return. The state amended return must be filed by itself as a "state only" transmission, and the state amended return should not be e-filed until the federal amended return has been transmitted and accepted.

To electronically file only the state amended return, from the Quick Menu of TaxSlayer Pro select:

• E-file
• Transmit Electronic Return(s)
• Add Client - Select the client(s) whose state return(s) you wish to transmit, then select Done
• For the client, click the check box in the State Only column, confirming that you only want to send the state return. If a return includes multiple states, indicate which state(s) to transmit.
• Transmit
• Connect

Once the return is transmitted, print the transmission confirmation report to paper or PDF.

BUSINESS:

*Amended Forms 1120-S and 1065 can also be electronically filed. Follow the normal transmission process to electronically file federal and state amended returns together.

To electronically file a state only business amended return, first mark the state return as an amended return. This designation is generally found in the Personal Information or Other Categories section of the state return. After the return has been marked as an amended return, from the Quick Menu of TaxSlayer Pro select:

• Business
• Electronic Filing Menu
• Transmit Electronic Return
• Add Client - Select the client(s) whose state return(s) you wish to transmit, then select Done
• For the client, click the check box in the State Only column, confirming that you only want to send the state return. If a return includes multiple states, indicate which state(s) to transmit.
• Transmit
• Connect

Once the return is transmitted, print the transmission confirmation report to paper or save as a PDF.