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Level 2
August 31, 2020
Question

Did anyone tried to efile 1040X with the update

  • August 31, 2020
  • 25 replies
  • 61 views

Proseries released a new software where you should be able to efile 1040X.   However, I am not having any luck (I have not prepared the taxes myself, but I am doing the amended return).

 

Greg

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25 replies

Intuit Community Champion
August 31, 2020

You need to read the instructions for the new 1040x listed above. You are only able to efile a return that you originally efiled in your ProSeries software, and the process is different from prior years 

Just-Lisa-Now-
Intuit Community Champion
August 31, 2020
Level 3
August 31, 2020

Yes, and just spent 2 hours with support.   The lack of instructions with the rollout has been an issue.   First off if they client is changing filing status they have to paper file.  With that said, here is the detailed link on instructions I found on how to do amended returns from within the original return filed.   Yes, you heard me right you will be rethinking totally,  how you have filed returns for prior years from 2019.   The amended return is filed from within the original return!

https://proconnect.intuit.com/community/amend-tax-return/help/how-do-i-amend-an-individual-return-using-intuit-proconnect/00/4506

Go to the link above and follow the instructions.    Check the list for exceptions that cannot be e-filed.  Happy Tax Filing guys!  

 

 

Just-Lisa-Now-
Intuit Community Champion
August 31, 2020

Ive always prepared amended returns using the original file....that way you always transfer the same file name (with the correct amended information) into the next year's program.  I dont keep a computer file of the original incorrect return.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 3
August 31, 2020

Same here, but the 2019 amended process for e-file is slightly different.

 

Level 5
August 31, 2020

I did spend some time with this.

I had already prepared a paper return of Form 1040X earlier in the year.

Even though I followed all of the instructions, I was not able to efile the Form 1040X.

The error message indicates that for some reason, the program is not recognizing the original return as "e-filed".  I haven't contacted support yet, support always takes too long.

 

Sui

Just-Lisa-Now-
Intuit Community Champion
August 31, 2020
Did YOU Efile the original with your ProSeries software or did some other preparer Efile it? You can only Efile amendments for returns that YOU Efiled the original.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Intuit Community Champion
September 1, 2020

Like I said earlier, the process is different than past years, but it worked flawless for me. A couple of the instructions could be put in a better order, but overall works great.

Level 4
July 28, 2022

I followed the instructions, and it seems to have worked.  But 'oh snap',  I had them sign the 1040X and state of Calfornia forms,  Should I have had them sign the new 8879's instead?

Level 5
July 28, 2022

If any one has been successful to efile 1040X (TY 2020 and beyond ) which other tax preparer e-filed original return and  transmitted by other tax software. Please share info here 

I followed instruction : It created more problems of duplicate SSN and duplicate file 

I called support team to get help , she (support line person) said the Professional Proseries has not yet supported this feature and she apologized for the post . She will raise the issue to upper level to correct it 

Thank you everyone