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Amended Return

Nancy 16
Level 2

I am trying to amend a 2022 return that was prepared and e-filed in September of 2023. It was then revised in the software on February 1, 2024, but not done as an amended return, and not filed in any way, electronically or paper filed. Now, the amounts on the return have changed again (revised K-1) and I am trying to amend it and actually get it filed. The software asks me if the amounts for it to transfer to Column A of the 1040X are correct from the February 1, 2024, return. There is not an option to say "no" or "use another date" or anyway to not use the dated version in the message. Only option is "Okay". Those amounts are not the correct ones for Column A, they are actually the amounts from the return done February 2024, that was not entered as an amended return and not actually filed. The original return is only available to me in DMS. I even went to the February return and redid it with the amounts from the original return but that didn't help with what Lacerte is transferring to Column A on the 1040X. If I delete the February version, will I lose the return completely and have to start over with a recreation? Thanks to anyone or everyone that can help.

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2 Comments 2
George4Tacks
Level 15

I would just go into the Amended input and input the correct amounts into Column A. That will take far less time than any other approach. Use the pdf from DMS to see what the correct figures are.


Answers are easy. Questions are hard!
Nancy 16
Level 2

Thanks for answering my question. That is what I ended up doing just to get the 1040X column A to be correct. It seems there should be a way in the software to select the date of the return that is correct for column A. When you populate Column A manually, you get a diagnostic that you won't be able to electronically file the amendment, but you can electronically file it. The diagnostic is just a warning but one that you can ignore. All seems to have gone fine with manually entering amounts in the software. Thanks again for responding!! I appreciate your help.

 

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