How to  Amend a Return Whether the client had the return done at your site or not, you can do an amended return rather easily. See the PDF below, there are instructions for both scenarios (done at your site or done elsewhere)**Updated 1/1/2022

Practice Scenario Information:

For Client that did their return elsewhere:       
       Client Information sheet                 Copy of Original 1040
                                 Copy of Amended Tax Return 

Here are some other forms--practice on a return already created in your Practice Lab   Income statements

Want to try combining 2 returns?--

• Let's say Kristine left your site after filing the amended return and she has paid the balance due from the 1040X. 
• She comes back in 7 months later with her husband and tells you she filed incorrectly--she is really married and lived with her spouse and filed Head of Household incorrectly.
• Her husband Bubba had also filed his tax return already, and he filed as Single.
• They want to now correct the filing errors and file together on a joint return.
• He has 1 W-2.
• In this scenario let's use Kristine as the Main taxpayer and add Bubba to the return.
• We will be amending Kristine's new 1040 that we generated up above as our starting point. 
• Assume she has paid the balance due from her Amended return already. So don't worry about that--just use her new 1040's information from scenario above.
• Make sure to follow instructions for combining the 2 returns

        Bubba's Information sheet       Bubba's 1040    
        Copy of Kristine's "NEW" Tax Return 
        New 1040X KRISTINE & BUBBA
​

Click Image below to download handouts/PDF

I think the most difficult part of doing the 1040X is what to enter in these 2 boxes​--

If they owed on original--enter what they paid of that balance due--if they didn't pay any yet, enter 0, or if they made a partial payment, enter the amount paid.

If they were due a refund on the original--enter how much of that refund they actually got. *If they had a portion offset for student loans, child support, or prior IRS debt,  that is still considered as being paid/received.

What can get really confusing is when you are taking 2 returns and merging them into one (Say 2 married filing separately into Married filing Joint-- you have to combine the amounts of refund received or paid from the original returns onto the 1040X