Level 4

Question

Cannot Efile Amended returns for 2021

Forum|Forum|3 years ago
February 26, 2023
5 replies
23 views

If I did not Efile original Federal return in 2021 ProSeries Basic, I am unable to Efile 1040X amended return even though the checkbox for "Original return was successfully Efiled" was checked. May be related to origination date issue but Federal return stays in Ready state and Federal Amended return is in "Not Completed" state even though proper steps were taken to complete 1040x.

I am now forced to mail in these returns which seriously delays my clients refunds.

Also now worried same problem will exist in 2022 next time I need to amend a return I did not originate.

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

Ive never had any issues Efiling an amended return whether I did the original or not....why so many people struggle Im not sure.

How I amend a return that I didnt prepare/file the original.

Create a return with exactly the same info as the original, have the EF box marked for the original return.
Save, give it a file name and Exit.
Now re-open the same file and activate the 1040X by checking the YEAR box at the top.
If a state return needs to be amended, open the state an activate their amended form.
Go back to the federal return and make the changes needed and type in your explanation on the 1040X.
Go to the Fed info Worksheet and mark the 2 boxes to EF an amended return.
Save and exit to the EFcenter.
You should see the Federal Amended Return in the list.
Highlight it and hit the EFNow button on the toolbar.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

D

DDANAAuthor

Level 4

I followed that procedure to the tee

The 1040 status becomes "Ready" while the 1040 Amended remains in "Not Completed" status

Then you have the PIN date issue that forces you to Efile via menu (not via the return) to disable error checking.

I too have no problems Efile amended return that I originally filed just not the two I did not originaly Efile

Tech support tried and failed to resolve

T

TaxGuyBill

Level 15

Did you attempt to e-file it once, and it was rejected? If so ProSeries screws that up (at least for some years).

Just-Lisa-Now-

Intuit Community Champion

I just had a 2021 amended rejected for the stupid PIN date I forgot to change, corrected and resent, no issues, but I have seen other people say they couldnt resend after a rejection, I dunno what happens.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

T

TaxGuyBill

Level 15

Out of curiosity, was the PIN date one an IRS rejection? Or was it an Intuit rejection?

The one I couldn't re-file was 2020. I've seen others say they redo the return, but mine was too complex so I had the taxpayer mail it.

At any rate, it seems that ProSeries has some quirks with e-filing Amended returns.

T

TimRote

Level 2

IND-463 error, when following the steps.

If [ 'AmendedReturnInd' or 'SupersdedReturnInd' ] in the return is checked, then Form 1040
-X must be present in the return.

Form 1040x is present in the return. Appears to be trying to file the return and amended return at the same time.

Had customer service on for half an hour. No resolution. Unacceptable.

T

TimRote

Level 2

Was told today that the IND-463 error is an IRS reject code generated when the amended return does not have an original efile code associated with the file. In a case where you did not prepare and efile the original return the efile of the amended return will always reject.

D

DDANAAuthor

Level 4

Thank you for that insight. However, why does Proseries claim you can now (since 2021) amend tax returns that we did not originally file? The box "This return was successfully Efiled" appears to be bogus!

Why would ProSeries mislead us like that?

U

usa

Level 2

Has anyone found a solution to the IND-463 errors?

I've tried for years to efile amended returns only to receive these errors from Proseries. There are other software programs that can do this. What's wrong with Proseries?

E

elpala

Level 3

Good evening Right now I faced the same issue with two 1040-X of 2022 TY. I tried to solve this issue in many ways but unfortunately I didn't make it. Nevertheless I was able to file 1040-X for this TY 2023, even when I got a rejected problem due a missing IRS PIN. At first the system show me the message "Amendment return is not completed" but when I closed the program and when I opened it the next day I received the message " The Tax Return was accepted for Tax Agency" :-)) thanks God

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