Hi, everyone.
I have a client who I e-filed their 1040 & state returns in early Feb. 2026.
In the first week of March, they received an amended composite 1099 form from a financial house, triggering a change in tax liability, thus we needed to amend their returns. Done and done (e-filed).
Now, they've received another 1099 composite form which again, is changing their tax liability. How would you all suggest I proceed with this amendment? Should I:
1. Amend the amended via paper?
2. Amend the amended via e-file and make a copy of the previously amended return and use the new file to use the amended return?
3. Throw it all in the trash and light it on fire?
UGH. Thanks for your help.
"How would you all suggest I proceed with this amendment?"
I would wait a couple of weeks before I would think about amending just in case those composite 1099s still aren't final.
I definitely am planning on waiting no matter what. I don't even know if the first amended return is fully processed in the IRS system yet. I just know it was accepted by the IRS and the state of GA for e-filing.
My question comes when I do finally amend, what's the best way to proceed?
You can EF a second amendment. Theres a special checkbox that needs to be marked its on the
EF Info Wrksht
How much did the dollars change?
I might be inclined to tell the client it's not worth amending, again, but if you get a bill for $XX pay it.
I think you're supposed to file a "Superseded" return instead of an amended return if you file it before the deadline.
Amended returns filed before the due date are processed the same as a superseded return
Argh. You are right. Can I file it as a superseded return now, even though I've already filed one as amended?
Where on the info worksheet the only box I see is for amending the first time?
EF Info Wkst
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