Drake Software Evaluation Guide

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8 6 | R e t u r n P r e p a r a t i o n 2 0 0 8 D R A K E S O F T W A R EFigure 49: Sample Bank ScreenFILING AN AMENDED RETURNThe 1040X form cannot be electronically filed but can be filled with data from the originalform. Calculate the return then enter X in the selector field to open the form. When you areprompted, click Yes to fill the 1040X with information from the original return. Then changethe data in the original return to reflect your amendments to the return. Print the return andcheck for accuracy. An amended return must be mailed to the IRS.See Figure 50 on page 87. Review the screen. It is not necessary to enter amended data for theAdams’ return.Drake Software Evaluation GuideCopyrighted Material
2 0 0 8 D R A K E S O F T W A R E R e t u r n P r e p a r a t i o n | 8 7Figure 50: Form 1040X, AmendedFILING AN EXTENSIONUse the EXT screen to file an extension. Only one extension can be generated at a time. IfForm 4868 is filed in April, remove the X from that field and place an X in the 2350 box togenerate a later extension.Review the screen. It is not necessary to enter extension data for the Adams’ return.Copyrighted MaterialDrake Software Evaluation Guide
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Drake Software Evaluation Guide

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