How to amend a state return in Lacerte

Before you start:

It's highly recommended you create a client copy so that you have the originally filed return as one client, and the amended as the other.

Follow these steps to make a copy of your client:

1. Go to the Client tab and select Copy.
2. A window will prompt you to enter a Client number for copy. 
   • It's recommended you enter the same client number with an X to indicate which client includes the amended information. For example, (original client number 0001; enter the new client number as 0001X).

Table of contents:

To amend a state return in the individual module:

1. Go to Screen 59, Amended Return (1040X) before making any changes to the return.
2. In the section Return(s) to Amend, select the dropdown arrow next to field Federal/state return(s) to amend (Ctrl +T) (MANDATORY).  This list will contain states added in Screen 1, Client Information.
3. Next, Lacerte will show a pop-up letting you know the date and time the program will display your originally reported amounts.
4. Lacerte will automatically bring over original amounts from the return into the As Originally Reported column for the various states. You can review the amounts imported by selecting the state under the Amended box from the left panel.
5. Once this has been completed, you can go back to the desired detail screens to make the changes required.

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To amend a state return in the partnership module:

1. Go to Screen 70, Amended Return or AAR.
2. If amending the federal return, select the box Amending federal return (MANDATORY).
3. Enter a 1 in the field labeled 1=amending state return (MANDATORY).

If amending multiple state returns, press Ctrl+E in this field and enter a 1, indicating the proper state for each line.

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To amend a state return in the S-corporate module:

1. Go to Screen 79, Amended Return (1120S).
2. If amending the federal return, select the box Amending federal return (MANDATORY).
3. Enter a 1 in the field labeled 1=amending state return (MANDATORY).

If amending multiple state returns, press Ctrl+E in this field and enter a 1, indicating the proper state for each line.

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To amend a state return in the corporation module:

1. Go to Screen 55, Amended Return (1120X).
2. In the section Return(s) to Amend, select the dropdown arrow next to field Federal/state return(s) to amend (Ctrl+T) (MANDATORY).  This list will contain states added in Screen 1, Client Information.
3. Enter the original amounts from the original returns for each state and fill in any other applicable information on Screen 55.
4. Return to the applicable input screens to make the necessary amendments.

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To amend a state return in the exempt organization module:

• California:
  • To indicate Form 199 or Form 109 is an amended return, select the box Amended state return (MANDATORY) {CA} (Code 10) on Screen 74, Amended Return.
  • For the California Attorney General Report (RRF-1), select the box Amended Report in section CA Attorney General Report (RRF-1) of Screen 72, Charitable Filing Forms.
• Illinois:
  • To amend the IL-990-T, complete all applicable information in the Illinois (IL-990-T-X) section in Screen 74, Illinois Amended Return.
• New York:
  • To amend Form CT-13, Unrelated Business Income Tax Return, select the Amended Return box in Screen 65, New York Miscellaneous and select all other applicable information in the Amended Return section.
  • To amend Form CHAR 500, Annual Filing for Charitable Organizations, select the Amended filing box in the NY Annual Financial Report (CHAR500) section of Screen 71, Charitable Filing Forms.

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To amend a state return in the fiduciary module for an estate or trust:

1. For most states, go to Screen 74, 1041 Amended Return.
2. If amending the federal return, select the box Amended return (MANDATORY).
3. Enter a 1 in the field labeled 1=amending state return (MANDATORY).

If amending multiple state returns, press Ctrl+E in this field and enter a 1, indicating the proper state for each line.

For some states, entries for Amended Returns will be located in Screen 60, Other.

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