Can 2019 Federal and California returns be efiled?
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Fed is a definite no
CA amended returns can be e-filed. Lacerte also seems to support it although I haven't tried. If you prepare an amended CA return with Sch X, Lacerte will produce FTB 8879 for signature with no CD about e-filing not being supported.
ProSeries, on the other hand, does not support CA amended returns as verified by PS users.
That is, 1040X is a no. Different answer for amended 1120, 1120S, etc.
I found this specific to California, and now I'm totally confused. (Mondays am I right?!) Wait - is it Monday?
One last find then I'm out. From the Help ↓
E-Filing Form 1040X- Amended Individual Return
No, the IRS does not currently allow e-filing of Form 1040X. Per the Amended Return FAQs,
At this time, the Form 1040X, Amended U.S. Individual Income Tax Return, is not accepted electronically; only an original tax return may be electronically filed. You must file a paper Form 1040X. If you are due a refund, you will be issued a check and cannot use direct deposit.
However, the E-file Amended Return Wizard has been activated in the Individual Module because you can e-file an Amended Form 114. See Individual E-file Amended Return Wizard Note Prior to E-filing a Federal Form 114 Amended Return for more information.
Amended returns for CA can be e-filed. It is handled differently than federal individual income tax return, which cannot be e-filed.
As Susan pointed out, amended returns for entities can be e-filed.
How about a pair of pants or a pair of socks but not a pair of shirts????
IRS has announced that efiling of federal amended returns is coming later this summer. Assume Lacerte will follow shortly thereafter.
Less sure what IRS means by later this summer.
"Less sure what IRS means by later this summer"
The only "official" target announced has been Aug 17.
Assume Lacerte will follow shortly thereafter.
I'm not sure that I agree with "shortly" - They will, eventually.
"Assume Lacerte will follow shortly thereafter."
I'm not making that assumption.
I efiled the clients 2018 taxes. They received a 1099R after filing. Amended the 2018 taxes, they will mail in the Federal 1040x, but the California 540x with form X needs to be efiled.
How in ProSeries?
Thank you
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