The video below shows how to amend a 1040 return using interview forms in CCH® ProSystem fx® Tax. 



To generate the Form 1040X to amend a 1040 return, do the following:

1. Create a second version of the return.
   • For information and steps on creating a new version, see our solution on how to create a copy or a new version of a return in CCH® ProSystem fx® Tax.
   • Note: After creating this new version of the return, it is recommended to amend version 1. If version 1 is always your active return, it will be easier to know which return version to roll forward to the next year.
2. Go to Federal Interview Form X-1 - Form 1040X - Amended Return.
   1. In Box 30 - X to transfer original information, enter X.
      • Warning! Once this box is marked 'X', do not calculate the return until at least one change has been made in step 4 below.
   2. In Box 31 - X to force preparation of lines 1 through 23, enter X.
3. If amending states, navigate to the appropriate state interview form for Amended Return.
   • For information on amending a state, see our solution on which input screen is used to amend a state in a 1040 return using interview forms.
   • Note: This step must be done before any changes have been made on federal forms to make sure information flows correctly to state amended returns. If this step is not done in the proper order or before federal changes are made, it will keep information from properly flowing to the state amended returns.
4. Make all applicable changes on federal or state interview form(s).
   • Note: At least one change must be made before calculating the return. Adding additional changes and calculating again is acceptable.
5. Calculate the return.

Additional Information

Per IRS instructions, a filer is required to attach the corrected 1040 to the 1040X.

• For more information to complete Form 1040X, see the IRS Form 1040X Government Form Instructions, Page 2 - General Instructions.

The IRS announced superseded returns will be allowed for 1040 returns.

• Please see this announcement from the IRS that was posted June 23, 2022.
  • IRS:  Taxpayers now have more options to correct, amend returns electronically

The IRS began allowing superseded 1040 returns in 2022.  The IRS definition of a superseded return is a Form 1040-X filed prior to the due date (including extended due dates).  The 1040-X must be filed in order to be considered superseded or amended, but the superseded or amended classification depends on when the 1040-X is filed.  This is an automatic calculation done when the 1040-X is calculated.

• The IRS definition of a superseded return is a Form 1040-X filed prior to the due date (including extended due dates).
• The 1040-X must be filed in order to be considered superseded or amended, but the superseded or amended classification depends on when the 1040-X is filed. This is an automatic calculation done when the 1040-X is calculated.
• If the return has Form 1040-X present and files prior to the April deadline it's considered superseded.
• If the return has Form 1040-X present and files after the above conditions then it's considered amended.
• If Form 1040-X is not present then it's not considered superseded or amended then you have to make sure that your extended due date is keyed in on T-3 box 35

IRS rejection indicating Form 1040-X must be filed:

Note:  There is no checkbox for superseded within the 1040 return on the federal government form or in the worksheets.  Superseded is only shown in the electronic file that is sent to the taxing authority.