E-Filing an Amended Return in Tax Processors Plus Online (Form 1040-X)
Online · Written guide Content date 1 min read
See here if you aren't familiar with creating an amended return in Tax Processors Plus Online.
In Tax Processors Plus Online, state amended returns prior to 2024 cannot be electronically filed but will need to be mailed. Beginning in 2024, a state amended return can be electronically filed if the state has made provision it to be e-filed.
Once you have completed an Amended Return in Tax Processors Plus Online and are ready to transmit it, navigate to the E-File page.
On the E-File page, you will be asked the following question:
To file the Amended Return, select Amended tax return then click Continue.
This will display the Amended Return Details page:
The Federal Return Type needs to be a type other than "Paper Return". (Note: if the original return was paper filed, the amended return will also need to be paper filed. It will reject if e-filed.) If the amended return bottom line is a balance due and the taxpayer wishes it to be paid by direct debit, select the return type "E-file: Direct Debit", then select the menu Taxpayer Bank Account Information and add or verify the bank info.
Next, select Continue to get to the Submission Page where you will finish by selecting Transmit Return:
Additional Information: