Support Center

<- Back to Main Page

How do I amend a return that has a bank product or fee collect application using SureFire? - How to amend a return that has a bank product or fee collect application using SureFire.

---

📊 Step-by-Step Guide

Step 1: Update SureFire and open the return

Use this when you need to make sure you are using the correct program version.

You will need to update your SureFire program to version 35.04.

Open the return in SureFire.

Step 2: Select the amended return form

Use this when you are converting the return to an amendment.

Select 1040X from the forms list. SureFire displays the following confirmation box

Click Yes.

SureFire opens Form 1040X.

 

Step 3: Override the original refund or balance due (federal)

Use this before changing the return so SureFire locks certain original fields.

Before making any changes to the federal or state return, do the following:

Open Form 1040X and select the check box located above line 1 to override the original refund or balance due. When you select the check box, SureFire overrides certain fields on this form containing information from the original federal return so that they will not change.

Step 4: Override the original refund or balance due (state, if applicable)

Use this if you are also amending the state return.

If you are also amending the state return and the state has a similar amended form, you must select a similar check box on the state amended form.

Step 5: Remove the bank applications or fee collect

Use this to remove the bank product or fee collect from the return.

Remove the bank applications or fee collect by doing the following:

Go tothe Main information sheet select E-file Only for the type of return field, remove the check mark for the bank name or Fee Collect

Step 6: Make the necessary changes to the federal return

Use this to update the amended amounts and forms.

Next, make the necessary changes to the federal return. If you need to change the filing status or dependent information, do so on the Main Information Sheet. Add, remove, or change forms from the return as needed. SureFire calculates the revised information to Form 1040X and the state amended form. Make changes directly on state forms only if necessary.

Tags: federal,form,bank