This article covers the procedure in 2018 and prior years of TaxSlayer Pro for amending the federal Form 1040 and a state tax return that uses a separate form for amending that follows the federal 3-column format, having an original column, a correct column, and a net change column. This article applies to the following states:
- California (2016 and prior)
- Connecticut
- Indiana
- Kentucky (2016 and prior)
- Maryland
- Michigan (2016 and prior)
- Minnesota
- New Jersey resident return
- New Mexico
- Pennsylvania
- Rhode Island (2016 and prior)
- South Carolina (2018 and prior)
Before starting the amending process print a copy of the tax return, either to paper or PDF, so that you'll have a copy of the return as it was originally filed, both for archival purposes as well as to assist in creating or troubleshooting the amended return.
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 federal tax return (Form 1040) select:
- Miscellaneous Forms
- Amended Return (1040X)
- Edit 1040X Menu
- Select the Tax Year to amend
- Select Original Column – the current information from the return will be pulled to the original column of the 1040-X. This step is only done once; if you accidentally click Original Column a second time, you will need to correct the Original Column manually -or- start the amended return over.
- Exit back to the Form 1040 Menu, then select State Return and select the state being amended.
- 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). Select the Amended return menu, indicate the year being amended, and pull the Original Column. As with the federal 1040-X, this step is only done once.
- Exit the state return back to the federal return.
- Correct the federal return as needed.
- When you have finished correcting the federal return, return to Miscellaneous Forms
- Amended Return
- Edit Form 1040x
- Select the tax year being amended
- Select Corrected Column
- Complete the remaining menu lines that may need entry:
- Questions & Explanation
- Amount Paid with Extensions
- Amount Paid with Original + Additions
- Overpayment on Original
- Apply Refund to - This menu line will display if the bottom line of the amended return is a refund, giving the taxpayer the option to apply the refund to the next tax year. Indicate the two-digit year and amount.
- Exit back to the Form 1040 Menu, then select State Return and select the state being amended.
- Select the Amended return menu and the year being amended, and pull the Corrected Column.
- Finish the state amended return including whatever other information it requests. Depending on the state, you may be able to pull in the federal explanation, otherwise you'll have to enter the information the state requires to explain why the return is being amended.