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Form 114 Amending and E-Filing in Lacerte

by Intuit•1• Updated 7 months ago

To Amend Form 114:

Go to the Foreign Bank Account (Form 114)- General Information screen (you may need to click on the General Information button)
- Screen 82 (Individual)
- Screen 60 (Partnership)
- Screen 73 (Corporate)
- Screen 67 (S Corporate)
- Screen 71 (Fiduciary)
- Screen 80 (Exempt Organization)
Check the box, Amended
Enter the Bank Security Act ID (BSA ID)
- See below for how to locate the BSA ID
Select the Canadian province or Mexican state (Ctrl+T) from the drop down menu (if applicable).
Click on the Foreign Bank Account from the left navigation panel to make any necessary changes.

To locate the BSA ID

To locate the BSA ID, follow these steps:

Select or open the Client
Press F4 to open the Client Status window
Select the e-file Status tab
Select the US-Form 114 and/or US-Form 114-SP (Spouse) under the e-file Returns section

The BSA ID will be located under the General section. You must click on US-Form 114 to see the BSA ID assigned after the return has been accepted.

To E-file an Amended Form 114:

Select on the Clients tab.
Highlight the client to e-file.
Select E-file.
Select Start e-file Amended Return Wizard.
Select Yes to exit the wizard and manually create a copy of the client file or, Click No to continue with the Amended e-file process.
- Note: We strongly advise making a copy of the client file(s) prior to creating/transmitting the Amended e-file return to preserve the e-file history including prior acknowledgments.
You will see US-Form 114 Amd listed under the Federal Amended Return column.
Select Next to continue.
Select Send e-file Return Now, after the return has passed validation.

Lacerte Tax

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