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Lacerte supports the e-filing of superseding Partnership, Corporate, S Corporate, and Fiduciary returns beginning in the Lacerte 2021 program and later, along with Individual returns beginning in Lacerte 2022 and later.
These returns can only be e-filed only during their current filing period, and are limited to Federal only.
A superseding tax return is a return filed after the original return but before the filing deadline, including extensions. The superseding return replaces the original return.
Jump to your desired tax module:
| Business | Individual |
For business returns tax year 2021 and later:
- 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.
- For the remainder of the steps, use the copy of the initial return.
- Click the E-file dropdown menu and select E-file Support Tools.
- Click Clear Return and select Return.
- Mark the return as Superseded by checking the box File superseded return in the Superseded Return screen.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.
- Make any changes needed to your return and transmit using the E-file Return Wizard.
Note: Lacerte 2020 and earlier do not support the e-filing for an amended/superseded return.
For individual return tax year 2022 and later:
- 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.
- For the remainder of the steps, use the copy of the initial return.
- Using the copied return, clear the e-file status. Click the E-file dropdown menu, and select E-file Support Tools.
- Click Clear Return and select Return.
- Mark the return as Superseded by going to Screen 59, Amended Return 1040X/Superseded.
- Select Federal from the dropdown options available in Federal/state return to amend.
- Within the Superseded Return section, check the box for File superseded return.
- Review the Note available in this section regarding payment details. Once reviewed, check the box for Verified/Reviewed all payments, overpayments, refund, etc., reported with the originally filed return.
- Make any changes needed to your return and transmit using the E-File Amended Return Wizard.
Superseded returns filed with a payment won't override the payment agreement made with the originally filed return.
Both payments will be processed unless the filer calls to cancel one of the payments. To cancel a scheduled payment, call 1-888-353-4537.
