Drake Tax - LA - Amended Returns

Article #: 13672

Last Updated: December 05, 2024

 


Tags: Drake Tax1040X

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Louisiana uses the “Check the Box” method for amending both the IT-540 and the IT-540B. As such, the amended Louisiana 540X show “Taxpayer Copy -- Do Not Mail” on the top of the form

Resident Individual

When you complete an amended Louisiana resident individual return:

  • LA Form IT-540-2D (LA540 in View) is produced and marked "Amended Return" on page 1.

Image of "Amended return" marked on LA Form IT-540-2D.

  • LA Form R-540X (LA540X in View/Print mode) is produced with the header "TAXPAYER COPY DO NOT MAIL". This document is the "Louisiana Resident Amended Return Information Sheet". It is a worksheet generated by the Drake software program for the taxpayer's records only. Do not mail it to the LA DOR.

Image of "Taxpayer copy" on LA Form IT-540-X.

Part-year or Non-Resident

When you complete an amended Louisiana part-year or nonresident individual return:

  • LA Form IT-540B-2D (LA540B in View) is produced and marked "Amended return" on page 1.

  • A "Louisiana Nonresident and Part-Year Resident amended return Information Sheet" (LA540B-X in View/Print mode) is produced with the header "Do not mail. Taxpayer information copy". This is a worksheet for the taxpayer's records only and should not be mailed to the LA DOR.

Note  See FAQ K in LA data entry for help preparing an amended return.