How do I generate an amendment for an individual state return? Can it be e-filed?
Listed below are the locations in Data Entry where you can mark a state return as Amended. Federal Form 1040-X can be e-filed, however, only certain state amended returns are eligible for e-filing. The e-filing column is for the current tax year program and may not be applicable to prior years. See state-specific help for more information. Additional states may enable e-filing at a later date or may not be available in prior years of Drake Tax.
| AL |
AL
> Other tab >
X screen |
No |
| AR |
AR
> Other tab >
X screen |
Yes |
| AZ |
AZ
> Miscellaneous tab > X and XEXP screens |
No |
| CA |
CA
> Other tab >
X screen |
Yes |
| CO |
CO
> Other tab >
X screen |
Yes |
| CT |
CT
> Other tab >
X screen |
No |
| DC |
DC
> Other tab >
X screen |
Yes |
| DE |
DE > Other tab > X or 2X screen |
No |
| FL |
N/A |
N/A |
| GA |
GA
> Other tab > X screen |
Yes |
| HI |
HI
> General tab >
AMD screen |
Yes |
| IA |
IA > Other tab > 102 screen |
Yes |
| ID |
ID
> screen 1
> Fill out the Amended Only section |
Yes |
| IL |
IL
> Other tab >
X and X2 screen |
Yes |
| IN |
IN > Other tab > X screen |
Yes |
| KS |
KS
> Other tab >
X screen |
Yes |
| KY |
KY > Other tab > X screen |
Yes |
| LA |
LA
> Other tab >
LAX screen |
Yes |
| MA |
MA
> screen 1
> choose Return
Type |
Yes |
| MD |
MD
> Other tab >
X screen |
Yes |
| ME |
ME > Other tab > X screen |
Yes |
| MI |
MI
> Other tab >
X screen |
Yes |
| MN |
MN
> Other tab >
X screen |
No |
| MO |
MO
> screen 1
> Amended
Return checkbox then the X screen to complete lines 42 and 43. |
Yes |
| MS |
MS
> Other tab >
X screen |
Yes |
| MT |
MT > Other tab > AMD, AMD2 screens |
Yes |
| NC |
NC
> Other tab >
X screen |
Yes |
| ND |
ND > ND1 screen > check one of
the Amended Return checkboxes then complete the Other tab > AMD screen. |
Yes |
| NE |
NE
> Other tab >
X, X2, X3 screens |
No |
| NH |
NH
> screen 1 >
Amended checkbox |
Yes |
| NJ |
NJ
> Other tab >
X screen |
Yes |
| NM |
NM > Other tab > X screen |
No |
| NV |
NV > TXR screen > Amended Return checkbox |
No |
| NY |
NY
> Other tab >
X1, X2, X3, X4 screens |
Yes |
| OH |
OH > Other tab > X screen |
Yes |
| OK |
OK > 511 screen > Filing an Amended return field then the 511X or NRX screen. |
Yes |
| OR* |
OR
> Other tab >
X1 screen |
Yes |
| PA |
PA
> Other tab >
X screen |
Yes |
| RI |
RI
> Other tab >
X screen |
Yes |
| SC |
SC
> Other tab >
X screen |
Yes |
| TN |
TN
> Interest and Dividends tab > 170 screen > Amended return checkbox |
Yes |
| TX |
TX
> screen 1 >
Amended Return checkbox |
No |
| UT |
UT
> Other tab >
40X screen |
Yes |
| VA |
VA
> Other tab >
X screen |
Yes |
| VT |
VT
> screen 1 >
Amended Returns section |
Yes |
| WA |
WA
> General tab >
MAIN screen > checkbox and link for amended explanation. |
Yes |
| WI |
WI
> Other tab >
X screen |
Yes |
| WV |
WV
> General tab > screen 140 > Amended field; WV > Other > X3 screen |
No |
*You can generate the amended returns for Portland, Oregon Forms MC40 and MC40NP, MET40 and MET40NP, METBIT-20, METBIT-20S, METBIT-41, or METBIT-65 in Drake Tax, however, they must be paper-filed at this time. Be sure to include a written statement with the reason for the amendment and the dollar amounts changed. This statement can be generated in any word editor and then printed for paper-filing.