Search Results for: 1040x

You can now electronically file your 1040X returns.

(1) Complete the 2021 Amended Return

(2) Navigate to the efile section and you will see the following E-File selection page

(3) Select Amended tax return and click Continue

(4) The 1040X e-file section will be displayed.  Note:  The boxes in the upper right corner are not clickable, the light background option is the active option

Note:  Do not change the Federal Return Type

(5) Select the Submission page

(6) Follow your site procedures for selecting applicable return tags

(7) Make sure the return is marked Complete

(8) Select Transmit Return (You must transmit the 1040X from the Submission page)

Update:  We are in final internal testing of the 1040X flow.

You may see glimpses of the new flow, but the front end is not connected to the e-file process yet.   We are working to hide this feature until the back end process is turned on to avoid confusion.

We are in the process of adding the ability to e-file the 1040X into the new e-file section.

We recommend you use a return tag to easily identify any 2021 1040X returns you need to electronically file.

We anticipate having this enabled by mid-February.

Navigate to Reports>> Management Reports>> Pro Web Returns – Detailed Return Report

There are three 1040 X columns to identify returns that have had a 1040X added to the return and if the return was electronically filed.

The client status will identify if the 1040X was accepted or rejected

Acknowledgements for 1040X returns are available via the IRS Acknowledgement report and Old IRS Acknowlegement reports

*** Additional Information: X ***

Meaning:  The IRS has placed a hard stop on the primary SSN for some reason.  The 1040X will have to be filed via paper

The site will be placed in maintenance on Thursday, October 8th, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

MASSACHUSETTS

• Correct an issue where Line 1 of the Schedule X Worksheet was displaying taxable IRA distributions instead of gross distribution (Issue 5059)

SPRINGBOARD

• Correct an issue where the “Email Support” tool was not sending included attachments. Ability to include attachments removed (Issue 5042)

1040X

• Programmatically remove extra spaces in the 1040X explanation to prevent validation errors

Click here to download a PDF of our Cumulative Release Notes & Program Enhancements.

Update:  We delivered a change to the application that strips the extra spaces in the e-file package to prevent the validation error

Validation error:  The ‘http://www.irs.gov/efile:ReasonForFilingAmdReturnTxt’ element is invalid – The value ‘EXPLANATION ENTERED IN APPLICATION DISPLAYS HERE’ is invalid according to its datatype ‘http://www.irs.gov/efile:MediumExplanationType’ – The Pattern constraint failed.

Navigate to the 1040X and edit the explanation and correct the explanation  For electronic purposes, the information must be entered on one continual line without extra spaces or line returns. See the examples below:

Update 10/01/2020:  You can now send your 1040X returns.  If you attempted to send a 1040X return prior to today, please resend it.  

Note:   If the return was filed and IRS accepted at your site, the status on the client list, will remain as “accepted”.  You will see that the return was sent via the client status.  If you are sending from the submission page, you will also see a message that states your 1040X return was electronically sent.

We have discovered an issue that is preventing the 1040X from reaching our filing center.  We are working to resolve the issue.  Please hold all 1040X returns until we update this post with a resolution.

Note:  If you  have sent 1040X transmissions since we turned them on Thursday morning, you will need to resend the 1040X electronically once a resolution is in place.

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

• • Click yes
  • Defaults to “no”

• Complete all other required information for electronic filing
• Transmit Amended return

• • 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.