How do I amend an amended return?
 

Solution

Note:  As always, we recommend making a copy of the original, locked return (in this case, the amended return) and utilizing the copy to make the changes below. If the original amended return was locked, you will want to make the copy, then unlock the copy to begin entering the new amended information.


Follow these steps to Amend an Amended Return Manually:

This option is most commonly used when the original return (and previously amended return) was not prepared in Lacerte.

  1. Go to Screen 59, Amended Return (1040X).
  2. Scroll down to the Federal Income Tax Return section.
  3. Enter the Amended Return Amounts under the As Originally Reported column. (This should be the amounts from the 1040X, Column C already filed.)
  4. Go to the various input screens to make the necessary changes. 

    Important- If the 1040X, Column A is not pulling in the amounts you entered on Screen 59, use Solution #2 to resolve this issue.

 

Follow these steps Amend an Amended Return by Having Lacerte Pull in the Correct 'As Originally Reported' Amounts:

This option is most commonly used when the original return (and previously amended return) was prepared in Lacerte.

  1. Go to Screen 59, Amended Return (1040X).
  2. Press Ctrl+W (this will take you to batch mode).
  3. Verify that Screen 59, 1040X is highlighted under the input sheet column.


     
  4. Highlight Code 1.


     
  5. Press and Hold Ctrl+D to delete all codes.
  6. Go to Forms and verify that Form 1040X is no longer generating (in bold).

    After verifying that Form 1040X is not generating:

  7. Make a note of the Client number.
  8. Close Lacerte.
  9. Browse to the Individual Data Path (i.e.: C:\LACERTE\16TAX\IDATA).
  10. Double Click on the Notes folder.
  11. Scroll through the folder to find your Client number.IOX (i.e.: X= Tax Year, i.e.: Client number.IO6= Tax Year 2016).
  12. Right Click and Delete the .IOX file.

    After deleting the .IOX file:

  13. Open Lacerte.
  14. Open the Client File.
  15. Go to Screen 59, Amended Return.
  16. Select the returns to amend from the Federal/state return(s) to amend (Ctrl+T) (MANDATORY) drop down menu and click Yes to transfer the current amounts to the As Originally Reported column.
  17. Go to the various input screens to make the necessary changes. 

 

Other Articles to Try:

Locking and Unlocking Tax Returns (Click Here to view)