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1040-X e-file in Lacerte

Rob-cpa
Level 2

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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1 Best Answer

Accepted Solutions
Rob-cpa
Level 2

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.

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2 Comments 2
Just-Lisa-Now-
Level 15
Level 15
I know in ProSeries, YOU have to have been the one to Efile the original to Efile the amended...I didnt think Lacerte had that limitation though.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Rob-cpa
Level 2

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.