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Efile form 1040X when original 1040 was efiled by someone else

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Level 1

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?

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Level 15

No. This is ProSeries' policy.


ex-AllStar
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Level 1

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.

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Level 12

@sjrcpa wrote:

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.

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Oh so if we get a new tax client for amending return, we cannot use efile via proseries, still have to resort to mail, unless we previously filed the original? hmmm. I hope there is a way around this.

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Level 15
Level 15

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.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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