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1040X E-Filing

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1040X E-Filing

There is an error when trying to e-file an amended return for a client from an outside preparer.  The Information Worksheet has an error saying 1040X cannot be e-filed unless the original return was e-filed.  In the case I'm working, the original return was filed through TurboTax by the taxpayer.  It has been electronically e-filed, but the software cannot see that.  I suggest that e-filing be allowed for form 1040X without this software error and let the IRS e-file system pick up the error as to whether or not the original return was e-filed.  If it was not then the e-file system would return a reject to the preparer who would have to resort to mailing in the return.  We have many taxpayers who come to us to fix their original preparer mistakes.  More of those than in-house amended returns.  Please take this under consideration.  We need this system to be as expansive as possible

Status: New
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6 Comments
Level 15
Level 15

This is what they told us close to a month ago.

https://proconnect.intuit.com/community/proseries-tax-news-updates/discussion/individual-amended-for...

Can all Individual Amended filing types be e-filed?
Only an e-filed Form 1040 or 1040-SR can be amended. An original return that was paper filed cannot have an e-filed amended return. The original return must have been e-file through your ProSeries software.

Intuit says their intention is to change this sometime in the future, but Im thinking in the next year or two...not sometime soon.

Level 15

Has this been fixed yet?

Level 2

I just spent an hour re-entering all the information, only to click on file federal amended return electronically and find out it had to be efiled originally in Proseries.  Is there a fix for this yet?

Level 15

It is not Broken and there is nothing to Fix, because it has nothing to do with the original IRS efiling. It's a manufacturing decision on the part of Intuit. It has to do with ProSeries.

Intuit has a product for tax preparation that provides for efiling. Once the IRS allowed efiling of amended 1040 returns, Intuit added the feature for those amended returns this same preparer already efiled using that same Intuit product. If those conditions are not met, you cannot efile that amendment.

In other words, you cannot redo someone else's work or another program's work, even if the method of sending the amended is the same as the original = efiling is Not the problem here.

That means: not being able to use ProSeries to efile an amended return for something original efiled through TurboTax and not through FreeFile and not any other efiling system. And not for some other efiling entity that also uses ProSeries.

Level 2

I'm a first year user, and when I inquired prior to purchase, I specifically asked this question to the sales representative and told YES.  Therefore, I assumed it was an issue that could be resolved. 

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