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Clearing an amended Form 1040-X in Lacerte

by Lacerte Tax 2023 Updated 5 months ago

How do you delete, remove, or clear Form 1040-X (amended return) from a client file after it's been generated?

To clear an amended return:

  1. Go to Screen 59, Amended Return (1040X).
  2. Under the Detail menu, select Switch to Batch (or press Ctrl+W to switch to Batch Mode).
  3. Under the Code column, select the first code listed (the code should be 1).
  4. Press and hold Ctrl+D.  All codes, amounts and descriptions should be deleted.
  5. Under the Detail menu, select Switch to Interactive (or press Ctrl+W ) to return to the normal input screen.
  6. If that doesn't work, make sure the client's F4 status isn't set to "Return Complete".
  7. If the return status wasn't set to "Complete", or if changing the status didn't resolve the issue, browse to the data path to rename the problem file.

Related topics:

Lacerte Tax

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