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E-filing Superseded Returns in Lacerte

SOLVEDby Intuit198Updated 2 weeks ago

Beginning in tax year 2021, Lacerte supports the e-filing of superseding 1065, 1120, 1120S, and 1041 returns. In tax year 2022, Lacerte was able to add 1040. A superseded return is a return filed subsequent to the originally-filed return and filed within the filing period. The program support filing superseded Federal Returns only.

Follow the steps below to file a Individual Superseded Return in tax year 2022:

Individual return on Screen 59:

  1. Make a copy of the return after the initial return has been filed and accepted. See How to make a copy of a client in Lacerte for instructions.
  2. On the copied return, clear the e-file status.
  3. Under the Efile menu, select e-file Support Tools Clear Return Return.
  4. Make a entry to amend Federal return.
  5. Select the File superseded return checkbox.
  6. Check the File superseded return checkbox on Screen 59.
  7. Transmit the copied return using the amended return wizard to efile the superseded return.

Superseded returns filed with a payment will not override the payment agreement made with the originally filed return. Both payment would be processed unless the filer calls to cancel one of the payments. To cancel a scheduled payment, call 1-888-353-4537.

  1. Make a copy of the return after the initial return has been filed and accepted. See How to make a copy of a client in Lacerte for instructions.
  2. On the copied return clear the e-file status, under the Efile menu select e-file Support Tools > Clear Return > Return.
  3. Select File superseded return in the Electronic Filing screen.
    • Partnership - Screen 4 Electronic Filing
    • Corporate - Screen 4.2 Electronic Filing
    • S Corporate - Screen 3.2 Electronic Filing
    • Fiduciary - Screen 2.2 e-file Misc.
  4. Transmit the copied return with the superseded checkbox marked.

Note for tax years prior to 2021: Lacerte does not support e-filing superseding returns if the original return was already e-filed from Lacerte. These returns will be recorded as a duplicate return by the Intuit server and rejected with a transmission failure. Lacerte does support the e-filing of an amended return.

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