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10979: 1040X - FAQs and Troubleshooting


1040 Individual Data Entry

Choose from the following frequently asked questions about amending an individual return:

 

Form 1040-X Payment Methods

In Drake18 and prior, Form 1040-X can only be paper-filed. Form 1040-X can be e-filed starting in Drake19. Payment methods vary depending on if Form 1040-X is being e-filed or paper-filed. 

See Related Links below for details on creating and e-filing Form 1040-X in Drake19. 

The IRS does not direct the use of a voucher by taxpayers paper-filing an amended individual return. The payment can be included with the paper Form 1040-X and Form 1040-V is not needed. See the 1040-X Instructions for other payment methods for a balance due.

If you are e-filing Form 1040-X, then you can use the PMT screen to arrange a payment with the e-filed return and Form 1040-V is not needed. If the 1040-X is being e-filed, but the payment is being sent by mail, then Form 1040-V will be produced but should be sent to the address in the 1040-V Instructions.

Note: In Drake19, if you are paper-filing Form 1040-X with a balance due, go to the COMM screen and select the Paper checkbox beside Federal Amended near the bottom of the screen. This will change the address on the Filing Instructions and Letter. 

I am filing multiple years of Form 1040-X for a client. Should I send them all together? What should I attach?

According to IRS Tax Topic 308, you should file a separate amended return for each year you are amending and mail each in a separate envelope. For more information, see also the Instructions for Form 1040-X.

Attach any forms or schedules that are being changed as a result of the amendment, including:

  1. A copy of any Forms W-2, W-2c, and 2439 supporting changes made on the return,
  2. A copy of an Form W-2G and 1099-R that support changes made on the return, but only if tax was withheld,
  3. A copy of any Forms 1042S, SSA-1042S, RRB-1042S, and 8288-A that support changes made on the return,
  4. Any Form 8805 that supports changes made on the return.

If you owe tax, enclose but do not attach your check or money order in the envelope with the amended return.

Where do I mail my 1040-X?

 The addresses for amended returns are listed under Where to File in the Instructions for Form 1040-X. Starting in Drake19, certain Forms 1040-X can be e-filed; see Related Links below for details. 

The addresses listed above are current. For prior years, see the 1040-X instructions on the IRS website at Prior Year Products.

How do I change the filing status in a return or amended return?

Enter the filing status of a return on screen 1 Name and Address of the General tab in data entry. Use the drop list at the top-left of the screen to select from possible entries.

To summarize: use the X screen before changing the filing status on screen 1. Note the warning that appears on page 1 of Form 1040-X: "You cannot change your filing status from joint to separate returns after the due date."

If I file an amended individual return for 2007, 2008 or 2009, do I have to use the 1040-X form that is in current software?

The IRS will accept the older version of From 1040-X that that prior-year Drake Tax produces.

How do I enter a direct deposit/debit on Form 1040-X?

According to 1040-X instructions, any refund you receive on an amended return cannot be deposited directly to the taxpayer’s bank account. Any amount to be refunded will be mailed to the taxpayer’s address from the Internal Revenue Service via a check.

Any balance due should be enclosed (check or money order) with the amended return when it is mailed, or paid by credit card or the EFTPS. If filing electronically (Drake19 only) you can arrange a payment via the PMT screen. For more information on paying taxes electronically go to the IRS Electronic Payment Options Home Page.

Payments should include your name, address, daytime phone number, and SSN. Also provide the tax year and type of return being amended. IRS will figure any interest that may be due and send you a bill.  Enter the dollar amount as $XXX.XX rather than using dashes or lines, such as $XXX.--.

For more information review the 1040-X Instructions.

How does the taxpayer receive a new refund amount from the IRS if an amended return was filed? 

IRS advises the taxpayer in the Instructions for Form 1040-X:

"Any additional refund you are entitled to on Form 1040-X will be sent separately from any refund you have not yet received from your original return."

Why don’t my dependents that are entered on the 1040 show on the 1040-X, page 2?

Dependents do not appear on the 1040-X unless you change exemptions on the underlying return after making entries on the X screen. The Instructions for Form 1040-X indicate you should complete lines 24 - 30 only if you are changing exemptions.

See Related Links below for the steps to add a dependent on 1040-X.

I amended a 1040 return to add deductions, but the tax is the same. Why?

The return may have calculated a Form 6251 Alternative Minimum Tax. Certain Schedule A deductions get added back into income to figure the AMT, so if all of the additional deductions were of the type that get added back, there would be no reduction in tax.

Will my Amended Return be processed faster when filed electronically?

Currently, the normal processing time of up to 16 weeks applies to both paper filed and electronically filed Amended Returns.

What is the best and fastest way for me to get information about an amended return?

Use Where's My Amended Return? or call the automated tool-free number 866-464-2050.  The application has the most up-to-date information available.


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