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Video instructions and help with filling out and completing Fill 1041 Schedule I 2023

Instructions and Help about Fill 1041 Schedule I 2023

In this tax layer pro training video we're going to go through the process of preparing an amended federal and state tax return alright let's look at how to do an amended return and tax layer Pro now I've opened up a tax return this clients return has already been accepted and he called me up and he said that he received another w-2 that we need to enter into his 2023 tax return so the first thing I'm going to do I'm not going to enter that w2 into the software just yet the way our amended program works I'm going to there's a couple of ways I can get into the 1040x the amended return I can go to number nine here miscellaneous forms and I can select the 1040 X I can go to form finder do a search for keyword 1040x but 1040 X is sitting right there so the easiest way to do this from the clients 1040 screen I'm just going to double click on 1040 X right there and begin the federal amended return I'm reminded that I need to have a printed original copy of this return prior to making any changes I'm gonna hit OK on that message I'm now at the 1040x menu and I'm going to begin by clicking number one at a 1040x menu I'm going to do a 2023 amended return hit ok and again the way our program works you notice I have not made any changes to the original return I have not made any changes to the way that return was originally accepted so what I'm going to do is pull the data the client stated to the original column on the 1040 X if you print out a 1040x you know that it...

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