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New tax client's prior year (2017) Individual Federal and resident state return were filed by someone else. I was preparing taxpayers 2018 Individual returns and discovered some PY errors and that a non-resident state return had not been prepared at all (taxpayer received State K1 and does need to file the state return). Before preparing the 2018 Federal, resident and non-resident state returns I wanted to amend 2017 federal and resident state returns and file the original nonresident state return. Can I do this at one time? Or do I need to file the amendments and the original non resident return separately? if separately, how do I do that without being assessed rep fees more than once (I know and understand there is another fee for the extra state return).
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You can do it all in one Lacerte file. You may be printing federal and states sepafately. 1040X needs to be paper filed. Probably the state amended return does, too. If the nonresident state is efileable on its own (nonpiggyback) you can efile it. All of this sounds like an after Oct 15 project.
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You can do it all in one Lacerte file. You may be printing federal and states sepafately. 1040X needs to be paper filed. Probably the state amended return does, too. If the nonresident state is efileable on its own (nonpiggyback) you can efile it. All of this sounds like an after Oct 15 project.
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You need to research if the state(s) you are doing can be efiled. e.g. here is CA https://accountants-community.intuit.com/articles/1859786-ca-individual-amended-return-e-file-availa...
Here is a listing of piggyback states https://accountants-community.intuit.com/articles/1861800-ef-atlas-federal-state-ef-method-standalon...
My guess is that since you are worried about another REP, there is no extension. If you think the client will owe any of these entities, give them an address for each and tell them to send money.
Answers are easy. Questions are hard!
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