Form 1065: How to Amend

Before amending any return, save a copy of the original return to paper or PDF for reference purposes as the original form will be changed as a result of the amending process.

Form 1065 doesn't have a separate form for the purpose of amending. Rather, it has a check box at the top of the form indicating it has been amended.

To amend Form 1065 in Tax Processors Plus, follow these steps:

1. Open the return and correct it as needed. Keep track of the change(s) you made.
2. From the Main Menu of the return select:
   • Heading Information
   • Other Categories
   • Amended Return - Answer YES to the question to confirm that you are amending.
3. In the Description window, describe the changes made to the return.
4. If the Schedule(s) K-1 changed as a result of amending the return, be sure to open each K-1, select Other Information, then click Amended K-1?, changing from No to Yes.

If the Schedule(s) K-1 were amended, be sure to send a copy to each partner.

When you print the return, there will be an X in the Amended Return check box in the Form 1065 heading (and in the Schedule K-1 heading if they were also amended) indicating that the return has been amended.

Note: The amended Form 1065 return can be electronically filed.