The 1040X has been activated for electronic filing for TaxSlayer 2019.
Steps for electronically filing the 1040X:
- Add the 1040X to the return and complete it as normal
- Navigate to the e-file section
- Make sure the federal return is marked for an electronic file type.
- Originally accepted at your VITA/TCE site: Federal Return Type will already be an electronic file type
- Originally accepted via another avenue: If the taxpayer is getting a refund, select E-file Mail Check as the taxpayer cannot receive a direct deposit with a 1040X
- Originally accepted via another avenue: If the taxpayer owes money, select E-file Mail Payment as the taxpayer will have to mail the payment
- Expand the Amended Return Information menu
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- Click yes
- Defaults to “no”
- Complete all other required information for electronic filing
- Transmit Amended return
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- Transmit from the Submission page – or –
- Transmit from the Transmission menu
Frequently Asked Questions?
Q: What years can I electronically file a 1040X?
A: 2019 and forward
Q: What does it mean if my 1040X is rejected for the primary SSN already being on file?
A: Most likely the taxpayer completed the EIP tool on IRS.gov or their return was electronically filed and was classified as an EIP return.
Q: Can I electronically file a 1040X if the original 1040 was filed via paper?
A: No, the IRS MeF system must have an accepted 1040 return on file
Q: Did my site have to submit the original 1040 electronically to file the 1040X electronically?
A: No, however the return must be an accepted 1040 return on file in their MeF system.
Q: How do I file a 1040X electronically if I did not prepare and file the original return
A: You will follow the same procedures you have in place if a taxpayer comes to you wanting you to prepare a 1040X. You need to verify that they electronically filed the original return and you are inputting the return as it was originally accepted.
Q: If the taxpayer is getting additional money back, how will it be received?
A: Via paper check
Q: If the taxpayer owes money on the amended return, can they use Direct Debit to make the payment?
A: With 2020 TaxSlayer Pro, the option to include Direct Debit info with the e-filed amended return will be available. With 2019, taxpayers must still mail their payment to the IRS.
Q: Can I electronically file a 1040X for a Nonresident return 1040-NR?
A: No, the IRS is only accepting 1040-X e-files from the 1040 and 1040-SR at this time.
Known Issues
- The Amended Return Information menu displays on the e-file page even if a 1040X has not been added to the return. Even if the preparer selects “Yes” it will not send anything.