How do you e-file an amended return that you didn't originally file?

Forum|Forum|4 years ago
March 9, 2022
3 replies
73 views

I have a client that filed their own return and messed up. Now they want me to file an amendment. ProSeries isn't letting me e-file it because it says I need to file an original return first. How do I file an amended return for a return I didn't originally file?

ProSeries Professional

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Best answer by Just-Lisa-Now-

I have another question about EF Center. I have 2 clients that I filed 3 weeks ago. They both have not moved from Pending. Their EF Status says Transmitted. How come they are not showing as Accepted?

Highlight them and then instead of Receive Acks, choose Update Acks of Selected Returns, see if that pulls them in.

Just-Lisa-Now-

Intuit Community Champion

The original needs to have been Efiled and accepted previously, assuming that is true.....

You recreate the original exactly as it was prepared, then you activate the 1040X and then you make the changes youre amending for.

Be sure youve checked the box on the Fed Info worksheet about the original being Efiled and accepted.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

E

eaf1213Author

Level 5

It says federal return not completed next to amendment. It says ready for original return. I checked it was filed and accepted and still isn't allowing me to e-file amendment.

Just-Lisa-Now-

Intuit Community Champion

and you did the steps that I outlined above? Create the original, then open the 1040X and put in the year at the top, then go back and make the changes?
Do you have the EF boxes marked for both the 1040 and the 1040X? Or just the 1040X?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

JRC

Level 7

I thought you can't E-File an amended return unless you E-filed the Original as the original preparer?

T

The-Tax-Lady

Level 8

Intuit started out with that restriction in 2020, but eventually allowed you to e-file the 1040X on a return you did not prepare or e-file thru them by adding a check box that the original return was e-filed and accepted.

Are you sure the 2021, 1040X is ready to be e-filed yet?

E

eaf1213Author

Level 5

Yes, unless there is some step I am missing. I did the review and there are no errors. I checked e-file for both 1040 and 1040X. I checked that original return was e-filed and accepted.