E-file a superceded/amended return?

[jnd2546]

How do you efile a superceded/amended return and not get a "duplicate SSN message" when you try and convert and file?

I saved the return with the last name and a suffix"amend"

Appreciate any insights/experiences. First attempt. No experience doing this.

[IntuitSusanY1]

To resolve this issue, you'll need to file the return from the same file that contains the original return.  

I typically make a copy of the return and append the name with "as filed" and then create the 1040X in the original file. 

In addition, I usually make a comment on the return status page under other that states "Amended".  This, of course, doesn't affect the return but it just provides an additional safeguard for me and any staff that might work on the return in the future.

Creating the amend in the original file will allow the successful e-file of the amendment/superseded return and also ensures that when you transfer the file over to ProSeries next year, you have the amended file as your base for things like carryovers, etc. that may have changed during the amend process while preserving your initial file name.  

[Just-Lisa-Now-]

Since you made a copy (I never make a copy, I always use the original file) you need to go back to the original file and uncheck the EF boxes, remember to switch over to the state after you uncheck the boxes, before you save and exit.

[jnd2546]

OK. All pls bear with me.

So good idea to rename the original filed return with a suffix ( i.e.as filed) then re-open the original and follow worksheets to create the 1040x (superceded) but if I uncheck the EF boxes how will I be able to efile the superceded return?

Sorry of I'm not getting it.....

[jnd2546]

I figured out getting o9ut of the duplicate SSN message.

Final question. If the original return had a balance due and was setup for direct debit on 4/14, and there's no change in the amount due, does the debit info and amount have to be re-entered or will the original debit parameters take place? 

Thanks!

[Just-Lisa-Now-]

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@jnd2546 wrote:

I figured out getting o9ut of the duplicate SSN message.

Final question. If the original return had a balance due and was setup for direct debit on 4/14, and there's no change in the amount due, does the debit info and amount have to be re-entered or will the original debit parameters take place? 

Thanks!

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I "think" it may send the payment info again.  I know for a fact if youve got Estimates set for direct debit and forget to uncheck those on an amended return, it will grab the payments twice!

Personally, Id air on the side of caution and uncheck that direct debit box and remove the date.  The original amount is already scheduled in the system.

[jnd2546]

To all:  All great guidance and much appreciated.!!!

Be well and we'll keep up those problem solving skills; especially for those "onsies" that always sneak in.