Open topic with navigation

CCH Axcess Tax

Form 1040X Questions

Q. What is the procedure I have to go through to do an amended return?

A. There is a three step process for doing an amended return and the procedures are the same for both federal and state returns. Failing to do all three of these steps or doing them in a different order could cause the amended return to be incorrect or not to be computed at all.

1. For the federal return, check the "Transfer original information" field in the Options section of the Other - Amended Return worksheet to transfer the information from the original return and/or enter amounts in the original return overrides fields in the Other - Amended Return worksheet. For the state return, check the "Transfer original information" field in the state's Amended worksheet and/or enter amounts in the original return overrides fields in the state's Amended worksheet.
2. Second, input the corrected amount(s) for the federal and/or state returns on the applicable worksheets.
3. Calculate the entire return.

Q. How do I amend an amended return?

A. Follow the same procedures as above, except first delete the Other - Amended Return worksheet and recalculate the return so the system does not produce an amended return. Then make sure the information in the return at that moment is the same as filed with the FIRST amended return. Then follow steps 1 through 3 in the previous question to get a second amended return.

Q. I am having trouble deleting the Form 1040X even though I have deleted the Other - Amended Return worksheet, what do I do now?

A. Go to the Form 1040X government view and expand off of the first field (the Date field) and enter an "X" in the box the cursor lands on. This should delete the Form 1040X.