Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- 2021 Superseded Federal 1065 to be filed, but which copy to amended for the states?
2021 Superseded Federal 1065 to be filed, but which copy to amended for the states?
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Jimk007
Level 2
03-28-2022
01:09 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I am getting ready to file a superseded federal partnership return in Lacerte. Per Lacerte instructions, I will keep the originally filed 1065 as is and file the new "copy" as superseded once I clear the e-file status. Next, I need to file two amended state returns, PA and NC. I plan on e-filing the states as an amended return. Does anyone have a best-practice for this situation? If filing a superseded federal 1065, I am suppose to keep the originally e-filed federal return in tact and re-efile the copy. But I am not sure if it is best to amend this preserved original (after making yet another copy) for changes to efile the states, or make a third copy to amend and send this third copy as 1065x for PA and NC. I fear getting these mixed up as we move forward in years so I wanted to ask how others are handling this. Thanks! Jim
Labels
1 Comment 1
Jimk007
Level 2
03-30-2022
07:31 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I did not get a reply to my post, but I wanted to follow up with final solution. I originally efiled a 1065 along with two states. I made a copy of this return. Per instructions, I cleared the efile status on the copied return. I made my changes. I checked the box for superseded, federal return only. On this same return, I marked the states to be amended. I saw no problem in superseding the Federal and amending the states on the same return. My naming convention to keep it straight. NAMExxxxx as originally filed, NAME21SU for superseded, I also made a second backup, just in case it is needed called NAMEORIG. Hope this helps someone. Jim
