Level 4

Question

State adoption of amended return e-filing

Forum|Forum|5 years ago
December 16, 2020
4 replies
35 views

I know only a handful of states offer amended tax return e-file compatibility. I was just curious if anyone knew what the consensus among the other states was regarding adoption of this process? Are other states moving to accept amended e-filed returns quickly?

Most of my clients are in a state that does not offer amended return e-file, so the federal amended e-file is only of limited help for me (sure the e-file is nice, but it bifurcates my filing process and confuses the client a bit). Once more states add this, I can see the real value here.

Lacerte Tax

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sjrcpa

Level 15

I don't know.

I was an early adopter of efiling. At the time hardly any state returns could be efiled. I persevered.

The more I know the more I don’t know.

qbteachmt

Level 15

From: https://proconnect.intuit.com/community/lacerte-tax-news-updates/discussion/what-s-new-in-lacerte-tax-2020/00/106169

"New e-file capabilities boost your efficiency

New e-file is now available for the following:

Returns
- Indiana Corporate
- Kentucky Individual, Single Member LLC
- Rhode Island Fiduciary
Extensions
- Virginia Individual
Estimates
- Alaska Corporate and S-Corporation
- Arkansas Individual, Corporate, S-Corporation, and Fiduciary
- Colorado Individual
- District of Columbia Individual, Corporate, S-Corporation, Partnership, and Fiduciary
- Kansas Corporate
- Kentucky Individual
- Nebraska Individual, Corporate, S-Corporation, and Partnership
- North Carolina Individual & Corporate
- North Dakota Individual, Corporate, and Fiduciary
- Ohio Individual
- Oklahoma Individual, Corporate, S-Corporation, Partnership, and Fiduciary
- Oregon Individual
- Vermont Individual
Amended returns
- Indiana Corporate, S-Corporation, and Partnership
- Maryland Individual
- Massachusetts Individual
- New Mexico Corporate
- Ohio Individual
- Pennsylvania Individual"

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jtgcpaAuthor

Level 4

Are you replying to the right post? I don't think any of the information you presented applies to my original post.

Help me out here. What am I missing?

qbteachmt

Level 15

"Help me out here. What am I missing?"

I thought you were missing State info for efiling amended returns.

"Are you replying to the right post?"

You are a Lacerte user, right? That link is to the Lacerte topic for which States Lacerte allows for efiling new for 2020.

You specifically titled this topic as: "I know only a handful of states offer amended tax return e-file compatibility."

In addition to what is listed for 2019, here:

https://proconnect.intuit.com/community/update-products/help/2019-lacerte-e-file-agency-approval-and-start-dates/00/40431

You see 6 more have been added for 2020 (in addition to CA, GA, NJ, NY, NY city, VA and WI = 6 states as of 2019), because I posted it here. That makes 12.

"Are other states moving to accept amended e-filed returns quickly?"

As a Lacerte user, you would first need Lacerte to manage the action of handing off your transmissions. That's why, at least to me, the list regarding what Lacerte manages would be the place to start.

"Most of my clients are in a state that does not offer amended return e-file"

We can help you with the resources for the software in use, which is the function that you would be using to do what you asked. Or, did you want to know All States that allow for efiling amended returns, even if Lacerte doesn't provide for it?

You further asked: "I was just curious if anyone knew what the consensus among the other states was regarding adoption of this process"

You just asked Peer Users, who would likely not be in the know for what each of these other States' DOR is planning. Did you need 38 more answers?

And of course, there is a differentiation between individual, corporate, etc. That's a pretty big matrix to research.

Don't yell at us; we're volunteers

qbteachmt

Level 15

"I know only a handful of states offer amended tax return e-file compatibility"

Well, I did more research for you, as you asked.

Other Software handles more than a handful:

https://support.taxslayerpro.com/hc/en-us/articles/360009294893-Electronically-Filing-Amended-State-Returns

https://www.taxact.com/support/936/2016/e-filing-amended-state-return?hideLayout=False

Those were my first two web search results.

Hope that helps.

Don't yell at us; we're volunteers

jtgcpaAuthor

Level 4

To be clear, I didn't ask anyone to do any research of any kind. But thanks anyway.

abctax55

Level 15

I was just curious if anyone knew what the consensus among the other states was regarding adoption of this process?

OK - I'll provide a concise answer.... NOPE, no clue.

HumanKind... Be Both

qbteachmt

Level 15

I suppose I should document the Title here, as well:

"State adoption of amended return e-filing"

Because it is a concise phrase that shows the original question has nothing to do with Lacerte's Adoption of State amendments as e-filed. Don't you just hate it when words matter?

Don't yell at us; we're volunteers

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