Amending a previously amended individual return in Lacerte

Before you start:

• Make a copy of the original return.
• Make sure the copy of the original return is unlocked.
• If you are filing an amended return that hasn't previously been amended, see How do I amend an individual return (1040X) in Lacerte?

To amend a previously amended return prepared in Lacerte:

1. On the Client List select the copy of the client file.
2. From the E-file menu, select e-file Support Tools, then Clear Return, then Amended Return.
3. Under Select the e-file you want to clear: choose US and select Clear.
4. Select Yes.
5. Open the copy of the return.
6. Go to Screen 59, Amended Return (1040X).
7. Press Ctrl+W to open batch mode.
8. Select Code 1.
9. Press and hold Ctrl+D on the keyboard until all codes have been deleted.
10. Go to the Forms tab and make sure Form 1040X is no longer showing in bold.
    • If Form 1040X is still showing in bold, repeat steps 6–9 until the Form 1040X is no longer generating.
11. Go to Screen 59, Amended Return (1040X).
12. Under Return(s) to Amend in the Federal/state return(s) to amend (Ctrl+T) (MANDATORY) field, select the federal and states you need to amend and select OK.
13. If prompted to make a copy of the return, select No.
14. Make changes or corrections to the return. These will be done in screens 1-100.
    • In Screen 59, the Federal Income Tax Return section is mostly overrides and doesn't require manual entries or adjustments usually. This section will auto-fill when you complete step 12.
15. Under the Forms tab, review the 1040 and 1040-X to make sure all expected changes have been made.
16. Check for Diagnostics and clear any critical e-file diagnostics.
17. From the E-file menu, select Start e-file Amended Return Wizard and complete the wizard to e-file the amended return.

To amend a previously amended return that was not prepared in Lacerte:

1. Go to Screen 59, Amended Return (1040X).
2. Scroll down to the Federal Income Tax Return section.
3. Enter the Amended Return Amounts under the As Originally Reported column.
   • This should match the amounts from the 1040X, Column C that was already filed.
4. Make changes or corrections to the return. These will be done in Screens 1-100.
5. If the 1040X, Column A isn't pulling in the amounts you entered on Screen 59, use the steps above under To amend a previously amended return prepared in Lacerte.