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 A superseded return is a return filed subsequent to the originally-filed return and filed within the filing period. The program support filing superseded Federal Returns only.
Follow the steps below to file a Individual Superseded Return in tax year 2022: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:
- 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.
- On the copied return, clear the e-file status.
- Under the Efile menu, select e-file Support Tools ⮕ Clear Return ⮕ Return.
- Make a entry to amend Federal return.
- Select the File superseded return checkbox.
- Check the File superseded return checkbox on Screen 59.
- Transmit the copied return using the amended return wizard to efile the superseded return.
Superseded returns filed with a payment will not override the payment agreement made with the originally filed return.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.
