ProSeries Frequently Asked Questions

Products Affected:

• ProSeries Fiduciary Tax Products

Form 1041

1. Open the originally filed return.
2. From the File menu, select Save As. Save the return with a new name such as ClieX1234amend.07e. This keeps the original file intact.
3. On Form 1041, p1-2, check the box under item F to indicate an amended return.
4. Make the necessary changes to the return.
5. Attach a statement that identifies the line number of each amended item, the corrected amount or treatment of the item, and an explanation of the reasons for each change. This statement should be mailed with the amended return.
6. Save and print the return. The completed return should be mailed to the service center where the original return was filed.

Schedule K-1

If the amended return results in a change to income or the distribution of income or other information provided to a beneficiary, an amended Schedule K-1 must also be filed and given to the beneficiary. Ensure the Amended K-1 box is checked at the top of each Schedule K-1 to indicate that it is amended.

State Returns

Amendments to the federal return may affect the state return. To amend the state return:

1. Complete the amended federal return, then go to the state return. ProSeries will transfer the updated federal information to the state.
2. Make any necessary state adjustments.
3. Check the Tax Help and Government Instructions, or contact the state taxing authority for detailed information on amending the state return. To indicate an amended return, you may have to check a box on the main form or write Amended at the top of the form. You may also need to attach a statement of changes made to the return.
   
   Note: The originally filed state return is still attached to the original federal return in the original file.