Discussion:Using ProSeries Basic to Amend Returns

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Revision as of 21:54, 16 May 2008
Death&Taxes (Talk | contribs)
(If it is like th)
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Inagpurwala (Talk | contribs)
(Intruction from)
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{{ForumReplyPost|UserID=Death&Taxes|Date=16 May 2008|Text=If it is like the regular Proseries, I believe you begin with the 540....read the Help to the 540X....I think you choose the 540X and the year, then go to the Federal, save and rename the file and open the 1040X and make the changes to the forms. Then go back to CA.}} {{ForumReplyPost|UserID=Death&Taxes|Date=16 May 2008|Text=If it is like the regular Proseries, I believe you begin with the 540....read the Help to the 540X....I think you choose the 540X and the year, then go to the Federal, save and rename the file and open the 1040X and make the changes to the forms. Then go back to CA.}}
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 +{{ForumReplyPost|UserID=Inagpurwala|Date=16 May 2008|Text=Intruction from D&T is correct.[[User:Inagpurwala|Inagpurwala]] 17:58, 16 May 2008 (CDT)}}

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Discussion Forum Index --> Basic Tax Questions --> Using ProSeries Basic to Amend Returns
Discussion Forum Index --> Tax Questions --> Using ProSeries Basic to Amend Returns

Sdtaxlady (talk|edits) said:

16 May 2008
I am amending a return in ProSeries Basic for the first time. The amendment is simple but just want some help with the software. I was able to amend the 1040, but what is the best way to amend the California 540? The amounts don't carry over from the 1040x. On the 540x, the original filed amounts were replaced with the new amounts so I can't show the difference column correctly. Do I go back to the original return and start a new file to amend the 540 now? So I will end up with 3 computer files -- the original filed return, the amended federal and the amended state? Any guidance would help so that I can be efficient in the future.

Death&Taxes (talk|edits) said:

16 May 2008
If it is like the regular Proseries, I believe you begin with the 540....read the Help to the 540X....I think you choose the 540X and the year, then go to the Federal, save and rename the file and open the 1040X and make the changes to the forms. Then go back to CA.

Inagpurwala (talk|edits) said:

16 May 2008
Intruction from D&T is correct.Inagpurwala 17:58, 16 May 2008 (CDT)