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Shiney2
Returning Member

In desktop Turbo Tax 2017, how can I amend my 540? I am amending 1040, but find no 540X to select in my CA form list. I checked box for amended return in the 540 form.

This MAY be relevant. I paid the Intuit fee to e-file our original return, but TT rejected the e-file presumably because of an override (which was necessary because of a complex error in the 1099 which spouse's staffing agency made and wouldn't correct). So, I printed all forms for filing and filed. Turbo Tax thinks I haven't yet filed, but I did. (Every time I close a return, it tells me it's late to e-file.) How can I determine if this is the issue and work around it?

In any case, Turbo Tax does accept my 1040 amendment, but does not offer me a 540X form to open. In the 540, I check the box "Check if this is an AMENDED return." But that doesn't seem to help.

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IreneS
Intuit Alumni

In desktop Turbo Tax 2017, how can I amend my 540? I am amending 1040, but find no 540X to select in my CA form list. I checked box for amended return in the 540 form.

UPDATED FOR TAX YEAR 2019

 

To amend your previously filed CA return, you need to prepare a Schedule X (not a 540X).

To prepare the CA Schedule X, follow these steps:

  1. Go into the CA return.
  2. On the screen, A few things before we wrap up your state taxes, in the Other forms section, click the Start/Revisit box next to Change a Previously Filed Tax Return.
  3. On the screen, Filing an Amended Return, click the Yes box.
  4. Continue through the screens, entering the requested information.

IMPORTANT:  Before starting, read and follow the California Amend Instructions.  It will make the process a lot easier.  The instructions can be found in this TurboTax article:  Amend a California State return

 

[Edited | 4/3/2020 |  11:52am PDT]

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IreneS
Intuit Alumni

In desktop Turbo Tax 2017, how can I amend my 540? I am amending 1040, but find no 540X to select in my CA form list. I checked box for amended return in the 540 form.

UPDATED FOR TAX YEAR 2019

 

To amend your previously filed CA return, you need to prepare a Schedule X (not a 540X).

To prepare the CA Schedule X, follow these steps:

  1. Go into the CA return.
  2. On the screen, A few things before we wrap up your state taxes, in the Other forms section, click the Start/Revisit box next to Change a Previously Filed Tax Return.
  3. On the screen, Filing an Amended Return, click the Yes box.
  4. Continue through the screens, entering the requested information.

IMPORTANT:  Before starting, read and follow the California Amend Instructions.  It will make the process a lot easier.  The instructions can be found in this TurboTax article:  Amend a California State return

 

[Edited | 4/3/2020 |  11:52am PDT]

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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