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I have my 1040-X ready to e-file but Lacerte is coming back with:
"Client Selection - Unable to e-file Amended Return(s).
The following clients will not be included in the e-file return processing. Refer to the client note for explanation on why the client is being excluded. Would you like to continue without these clients?"
the Note says: "Client is not setup for any amended returns that can be e-filed."
This client's 2019 original 1040 was e-filed by a Senior Center volunteer AARP tax preparer. I have the original signed form 8879, so I know it was e-filed. Does it make a difference in Lacerte if I was not the original ERO?
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♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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I called Lacerte today and the issue was resolved by updating my Version!! I didn't realize I had missed an update.
The 1040-X e-filing is so new that we checked all the necessary steps first and then it came down to simply updating Lacerte! YAY!
The IRS has already accepted the return.