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Superseded Original Tax Return

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Superseded Original Tax Return

NLCPAS

Prepare and e-file a “Superseded Original Tax Return”.

Status: New
Vote now if this is a good idea
15 Comments
IRonMaN
Level 15

The IRS hasn't even started accepting e-filed returns yet and you want to file a superseded tax return?

sjrcpa
Level 15

Lacerte does not do superseded returns. You can either manually mark it as such and mail or efile an amended return.

calebljenkins
Level 2

I agree with you @NLCPAS! We've heard from Spidell, Western CPE, and many other sources over the past year to file Superseded tax returns instead of Amended tax returns but we haven't been able to do that with Lacerte!

sjrcpa
Level 15

I think the efile limitation is an IRS one. But Lacerte could have the ability to mark SUPERSEDING on the top of a return.

calebljenkins
Level 2

@sjrcpa - The National Taxpayer Advocate had an article on their site about Superseding returns last year in April. It must be deleted now but thankfully Wayback Machine has archived it for us: https://web.archive.org/web/20201019010552/https://taxpayeradvocate.irs.gov/news/NTA_Blog_The_Value_...

Here was a post by Spidell a year ago stating that for business entitiesthe superseded return may be e-filed by checking the superseding return box on the electronic submission. For individuals, the process takes longer. Superseding individual returns (Forms 1040) must be filed on paper and mailed to an IRS processing center where they are subject to processing delays and a greater risk of transcription errors. Here is a link to their email/post: https://www.magnetmail.net/actions/email_web_version.cfm?ep=BWwNB7MNTsGioBV5xN_a_UzEqWoTvYQFzM7ro2DiK...

sjrcpa
Level 15

Thanks for the info.

aarora
Level 2

I believe you HAVE to file superseded tax return and not amendment if you are still within the due date

qtrans80
Returning Member

Because of 2020 tax changes that just passed in 2021, the superseded return is the easiest way to fix returns that are already done.  (for example, the unemployment deduction on the first $10,200.00.)  From what I understand, you can efile these.  However, Lacerte will not let you file a superseded return, and I would like to know why. 

qbteachmt
Level 15

"If you have already filed your 2020 Form 1040 or 1040-SR, there is no need to file an amended return (Form 1040-X) to figure the amount of unemployment compensation to exclude. The IRS will refigure your taxes using the excluded unemployment compensation amount and adjust your account accordingly. The IRS will send any refund amount directly to you."

From the IRS:

https://www.irs.gov/forms-pubs/new-exclusion-of-up-to-10200-of-unemployment-compensation

Don't keep sending returns, in other words.

qtrans80
Returning Member

Thank you for this!  I hadn't seen it!

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