I have a few 2019 amended income tax returns (1040X) I need to efile. The original tax returns were efiled, but not by me. Proseries is not letting me send the amended income tax returns to IRS because I did not efile the original tax returns and the software doesn't find the original accepted efile in my homebase.
Is there a work around for this?
Proseries has always worked to make the customers work easier and quicker. This policy makes our work harder and take longer. I hope that Proseries will reconsider this policy because it seems more restrictive than IRS requirements, (it seems that IRS only requires that the original return to have been efiled and accepted, and seemingly does not require that the same tax preparer using the same software filed the original return).
Please reconsider. This will become a bigger problem as time goes by, clients continually change tax preparers, and paper returns will continue to cause extra work and time. Thank you.
No. This is ProSeries' policy.
I don't know this for sure, but I suspect it is a TurboTax policy. They don't want users of TurboTax to screw things up (and to prevent tax returns being fraudulently amended by criminals), so they added that limitation. ProSeries uses the same "tax engine" as TurboTax so that ridiculous limitation is also part of ProSeries.
At this time, ProSeries users can only Efile an amended return if YOU used ProSeries to Efile the original return. Its a program limitation.
Intuit has told us that they hope to change this at some point in the future...but no ETA on that future date.
This feature needs a lot of work. I had to amend a tax return because TP forgot 1 W2, now in paper form, I could have been done in a few minutes, but I was with tech support for 1.5 hours. There were a couple of errors, one of which indicates, I cannot efile if the original was not previously efiled. Well the file was originally efiled in Proseries and I just created a new "amended file" from the original as one should. In the end, I had to paper file. Proseries, please work on the glitches. I thought it would save me so much time and ink, but it didn't.
"I just created a new "amended file" from the original as one should"
You want to use the original file as the amended....dont try and use a "new amended file" for the amended return.
I personally dont even make a copy of the file, I print out the original (or save it to PDF), then I keep that same file I efiled originally, mark the Amended boxes and Efile it. Done several of these already, they all Efiled fine.