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E-filing Superseded Returns in Lacerte

by Intuit Updated 3 months ago

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Lacerte supports the e-filing of superseding Partnership, Corporate, S Corporate, and Fiduciary returns beginning in the Lacerte 2021 program and later, along with Individual returns beginning in Lacerte 2022 and later. These returns can only be e-filed only during their current filing period, and are limited to Federal only.

A superseding tax return is a return filed after the original return but before the filing deadline, including extensions. The superseding return replaces the original return.

Jump to your desired tax module:

For business returns tax year 2021 and later:

  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 Lacerte for instructions.
    • For the remainder of the steps, use the copy of the initial return.
  2. Click the E-file dropdown menu and select E-file Support Tools.
  3. Click Clear Return and select Return.
  4. Mark the return as Superseded by checking the box File superseded return in the Superseded Return screen.
    • Partnership - Screen 4, Electronic Filing
    • Corporate - Screen 4.2, Electronic Filing
    • S Corporate - Screen 3.2, Electronic Filing
    • Fiduciary - Screen 2.2 e-file Misc.
  5. Make any changes needed to your return and transmit using the E-file Return Wizard.

Note: Lacerte 2020 and earlier do not support the e-filing for an amended/superseded return.

For individual return tax year 2022 and later:

  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 Lacerte for instructions.
    • For the remainder of the steps, use the copy of the initial return.
  2. Using the copied return, clear the e-file status. Click the E-file dropdown menu, and select E-file Support Tools.
  3. Click Clear Return and select Return.
  4. Mark the return as Superseded by going to Screen 59, Amended Return 1040X/Superseded.
  5. Select Federal from the dropdown options available in Federal/state return to amend.
  6. Within the Superseded Return section, check the box for File superseded return.
  7. Review the Note available in this section regarding payment details. Once reviewed, check the box for Verified/Reviewed all payments, overpayments, refund, etc., reported with the originally filed return.
  8. Make any changes needed to your return and transmit using the E-File Amended Return Wizard.

Superseded returns filed with a payment won't override the payment agreement made with the originally filed return.

Both payments will be processed unless the filer calls to cancel one of the payments. To cancel a scheduled payment, call 1-888-353-4537.

Lacerte Tax

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