Amend a tax return using a different preparer

As the extended business deadline quickly approaches, we have put together the most commonly asked questions. View ProSeries Hot Topics.

As the extended business deadline quickly approaches, we have put together the most commonly asked questions. View ProSeries Hot Topics.

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• HOW TO PREPARE AN AMENDED RETURN THAT WAS MADE BY ANOTHER TAX PREPARER?

HOW TO PREPARE AN AMENDED RETURN THAT WAS MADE BY ANOTHER TAX PREPARER?

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THIS PERSON WENT TO ANOTHER TAX PREPARER TO DO HIS TAXES HE FIND OUT THAT THE REPORT WAS WRONG IN HIS STATUS AND HIS WIFE WAS NOT INCUDED AND HER INCOME EITHER. COULD YOU PLEASE TELL ME WHAT ARE THE PROPER STEPS IN PREPARING THIS AMENDED IN PROSERIES BASIC?

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Recreate the original return in ProSeries, once it all matches the original, then activate the 1040X and state amended (if necessary), then make the appropriate changes, the original figures and the corrected figures should all flow to the amended returns.

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I would start all over, prepare a joint 1040, mark it "SUPERSEDING RETURN" and paper file before July 15. 99% of the time, Form 1040-X is the best choice, but not this time. If you use a 1040-X, I think you have to attach a 1040 anyway to show how you came up with the numbers. Has a refund been paid already on the original, incorrect return? The superseding return may show a refund in a smaller amount, but IRS will adjust the account and send a bill for the difference. Or if the refund is higher, they will pay only the difference (with interest).