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?--
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
You can contact me at firstname.lastname@example.org
Please note: I, Mary Meador, AM NOT a certified accountant or tax law expert. I volunteer with VITA providing free tax preparation for individuals and families whose income is less than $66,000 a year. We deal with simple returns at our sites. I cannot guarantee the accuracy of all the information on this site as tax laws change and I may not have a clear understanding of complicated issues. I am trying to provide basic tax preparation information for our volunteers to get started--remember Publication 4012 is your go-to resource for questions, as well as irs.gov and Publication 17.