kcjenkins Posted February 23, 2010 Report Share Posted February 23, 2010 I'm copying an entire post from another board, that includes diffinitive answer from an official source. Hope this helps the undecided. ******************************************* Considering all the confusion about the new 1040X, I e-mailed the AZ Stakeholder Liaison officer of IRS and asked him for the IRS official position on the matter. The following is his response along with my original question. Margaret A. Stallworthy, CPA From: Lopez George D [mailto:[email protected]] Sent: Monday, February 22, 2010 12:19 PM To: [email protected] Subject: RE: New Form 1040 X Hi Margaret, As you can guess, we received this same question from other practitioners. Here is the response we received from *TAXFORMS. Yes, either revision of the 1040X is acceptable for at least 2010 and 2011. They will process both. Hope this helps, George Lopez, SLF Ph - (602) 636-9474 [email protected] From: Margaret Stallworthy [mailto:[email protected]] Sent: Sunday, February 14, 2010 9:54 AM To: Lopez George D Subject: New Form 1040 X George – could you please post a message regarding the IRS official position on the NEW Form 1040X with respect to amending prior years? There is much confusion in the tax preparer community over whether this form is now MANDATORY for amended years prior to 2009, or if we can still use the former version for the earlier years. There is nothing in the instructions to the new form that addresses this in any way - in fact there is no reference at all to how to fill out Line B which is where the “year to be amended” information goes. This is becoming a major pain since the software providers seem to all be taking the position that the new form is optional for years prior to 2009 and they are not providing updates to prior-year software, but their response to support questions use words like “we assume” so they obviously are not 100% certain either. Thank you for your assistance. If you will send the message to your normal e-mail distribution list, it will be forwarded by Terry Levitan and others so it will get to most, if not all, tax preparers in AZ and the surrounding area. Margaret A. Stallworthy, CPA [email protected] (602) 997-8951; FAX (602) 997-1854 5125 N 16th St. Ste C138 Phoenix, AZ 85016 Web site: www.mas-cpa.com ************************************************* Quote Link to comment Share on other sites More sharing options...
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