How do I amend Form 1040ME, Individual Maine Income Tax Return?
Maine Form 1040ME, Maine Individual Income Tax, includes an indicator to show the return is amended.
The amended return is Form 1040ME with the amended return indicator marked at the top of the form. The amendment process uses
- Screen XWKS Amended Worksheet for the autofill function (the equivalent of prior-year screen X). The autofill function must be used for accurate results.
- Screen X for any explanation needed for the changes (the equivalent of prior-year screen X2).
Maine amended returns are not eligible for e-file.
Note: If you intend to prepare an amended federal return, first open and autofill ME screen XWKS to capture the existing data on the filed Maine return (when you amend the federal return, changes may flow to the Maine return and modify the original values). Next, complete the federal amended return. Then, complete the Maine amended return.
Steps to Amend a Maine return in Drake Tax:
Screen XWKS must be used to prepare a Maine amended return.
- Assemble the data necessary to complete the amendment.
- Open ME screen XWKS. Click Yes to accept autofill. This function is required for accurate results.
- Go to View/Print mode and verify the information displayed on ME Amended Wks, Maine 1040 Amended Worksheet.
- You can use this worksheet to track and verify the effect of changes on a refund or tax due. The last two lines on of the ME Amended Wks display any refund, which flows to Form 1040ME line 33b, and any tax due, which flows to line 34c.
- Note that when screen XWKS autofill generates the MEX_WKS, Form 1040ME has no values on line 33b down until an amending change is entered.
- Do not file the ME Amended Wks with the amended Maine return. It is for your assistance and reference in reconciling the amended changes.
- If you are amending the federal return, complete that step now before proceeding.
- Amend the Maine return - change existing data or enter new data where appropriate.
- If an explanation of changes is needed, enter it on screen X Amended Explanation.
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