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E-filing Superseded Returns in ProSeries

SOLVEDby Intuit80Updated 3 weeks ago

Beginning in tax year 2022, ProSeries supports the e-filing of superseding 1065, 1120, 1120S, 1041 and 1040 returns. A superseded return is a return filed subsequent to the originally-filed return and filed within the filing period. A superseded return does not expedite the processing of the corrected return. The program support filing superseded Federal and CA Returns only.

Superseded returns filed with a payment will not override the payment agreement made with the originally filed return. Both payment would be processed unless the filer calls to cancel one of the payments. To cancel a scheduled payment, call 1-888-353-4537.

Follow the steps below to file a Superseded Individual Return in tax year 2023:

  1. Make a copy of the return after the initial return has been filed and accepted. See How to make a copy of a client in ProSeries for instructions.
  2. Open the original return.
  3. On the Federal Information Worksheet scroll down to Electronic Filing Information.
  4. Leave Original Return checked and add a check for Superseded.
  5. Open the 1040X.
  6. On the Amendment Year Smart Worksheet check the 2023 or Superseded checkbox.
  7. Make any adjustments needed for the Superseded return.
  8. If a refund or payment from the original return needs to be applied to the superseded balance due press F6 to bring up Open Forms.
  9. Type EFW to highlight the Electronic Filing Information Worksheet.
  10. Scroll down to Part V - Superseded Returns.
  11. Enter the amount being paid as a positive number or enter the refund amount as a negative number.
  12. E-file the superseded return.

Follow the steps below to file a Superseded Business Return in tax year 2023:

  1. Make a copy of the return after the initial return has been filed and accepted. See How to make a copy of a client in ProSeries for instructions.
  2. Open the original return.
  3. On the Federal Information Worksheet scroll down to Electronic Filing Information.
  4. Leave Original Return checked and add a check for Superseded.
  5. Make any adjustments needed for the Superseded return.
  6. If a refund or payment from the original return needs to be applied to the superseded balance due press F6 to bring up Open Forms.
  7. Type EFW to highlight the Electronic Filing Information Worksheet.
  8. Scroll down to Part V - Superseded Returns.
  9. Enter the amount being paid as a positive number or enter the refund amount as a negative number.
  10. E-file the superseded return.

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