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Amended 2019 form 1040x

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Level 3

Prepared a 2019 form 1040x, following new e-file instructions. First backed up client to a separate file on our server. Then opened the file, opened 1040x and began making the changes. When I saved the file, I now have 2 files in HomeBase and the EF Pending shows the EF Status as "Amended Return Duplicate SSN/EIN." When I choose "Fix Duplicate SSN/EIN," and check the box next to the client file I wish to remove from the EF HomeBase view (the file that was backed up to a different folder on our server), the error message reads, "A client file that displays 'Yes' in the 'E-filed or read to EF' column cannot be removed." How do I fix this and how do I prevent it happening in the future?

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Level 15

I never make a copy of the file when amending, but I do keep a paper copy of the original.  Consider just saving a paper or pdf copy of the original return instead of dealing with the headaches of dealing with multiple copies of the same client.

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Level 3

That's what we've done in the past, before being able to e-file 104X.  I was thinking that I should delete the original file from HomeBase since I've got a digital backup elsewhere and a paper copy the client's file. I might try doing that.

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Level 12

@IRonMaN wrote:

I never make a copy of the file when amending, but I do keep a paper copy of the original.  Consider just saving a paper or pdf copy of the original return instead of dealing with the headaches of dealing with multiple copies of the same client.


The directions to e-file a 1040X tell you to back it up to create a second copy.  It gave me the impression it was required in order to get it to e-file, but I could be wrong about that.

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Level 3

Hmmm.. To create a second copy.  That's an interesting idea there.  Again, I think I might just delete the backed up file from HomeBase and see what happens.  This is new and all kinks aren't worked out yet.  Thanks for your help and for listening.

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Level 8

Backing up shouldn't create a duplicate return error. Did you inadvertently open the backed up file to prepare the 1040X?   Or did you save the file under a new name after you prepared the 1040X?     

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Level 3

I agree that it shouldn't create that error, which is why I'm confused by it.  According to ProSeries instructions, I was to create a backup to preserve the original return, then open the file and start making changes.  So I guess I did open the backed up file?  And no, I did not rename the amended file, which is what we usually do.  However, renaming the file doesn't change the fact that the SSN is a duplicate. I was trying to follow ProSeries instructions since e-filing these is new.  

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Level 3

Thanks to IRonMaN, TaxGuyBill, and dkh for helping me think this through.  Since I have the digital backup of the file and a printed copy, I deleted the original file from HomeBase View.  This has solved the duplicate SSN/EIN issue in the EF Center.  We'll see what happens when we attempt to e-file the return.  Appreciate your help with this!

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Level 11

If you remove the e-file checkboxes in the original file and save and close. The duplication error goes away. E-file the 1040X and then go back to the original and re-check the boxes.

You might have to open the state too before saving without the checkboxes, then re-open the state after the X is e-filed.

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