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This article applies to:

  • Product: ONESOURCE Trust Tax
  • Subject: e-file

E-file amended and superseding returns

Refer to the table at the end of this guide for a listing of jurisdictions that allow E-Filing of amended returns.
The Electronic Filing option selections (including the options in the
ERO INFORMATION
 section) on the Options and Overrides page and the e-file settings on the Admin Control page, which are used for original filings, are used for amended and superseding returns. This also applies for any tax due on the amended return.
note
The tax due for amended or superseding returns is not included in federal and state tax history back-end files.
To e-file amended or superseding returns:
  1. Mark the return as amended or superseding. To mark the return, open the account. In the
    Account
     collapsible section on the Account Information page, mark the
    Amended Return
     checkbox or the
    Superseding Return (Applies to federal only)
     checkbox, then select
    Save
    .
    note
    No state currently allows e-filing of superseding returns. Don’t mark the
    Superseding Return (Applies to federal only)
     checkbox if you want to process and e-file state returns.
  2. Update the source data that is the cause for the amended or superseding return. The source data may consist of basic account information, recipient information, income and expenses, or information specific to the 990 return type. The tasks you used for reviewing and entering the information reported on the original return can be used to amend the source data.
  3. For an amended federal 1041 or 5227 return, add an explanation statement. For federal 1041 returns, the explanation statement is not required for e-file purposes.
    For tax year 2022 and subsequent tax years, add the explanation statement using the Amended Return page in the account binder. To access this page, select the
    Additional Information and Tax Forms
     main topic then the
    Amended Return
     subtopic. For amended 5227 returns, you can enter a maximum number of 5 alphanumeric characters when entering the form's part number in the
    Part Number (5227 Only)
     field.
    For tax years prior to tax year 2022, add the explanation statement using the
    Amended Return
     collapsible section on the Form 1041 page. To access this page, select the
    Additional Information and Tax Forms
     main topic then the
    Form 1041
     subtopic.
    The following table lists the states that require an explanation statement for amended state returns. The table also includes details for entering the information on the state income tax return page. To access the state income tax return page, select the
    States
     main topic. Select the state's
    click here
     link in the
    Income Tax Return
     column of the grid in the
    Existing States
     collapsible section.
    State and return type
    Where to enter information on the state income tax return page
    Arkansas 1041
    The
    Explanation of Changes for Amended returns-E-File Only
     field in the
    Arkansas General Information
     collapsible section. This field is required for all amended E-Filed returns and will be included in the data filed.
    California 990
    The
    Amended Return Explanation of Changes
     text field in the
    California General/Misc Information
     collapsible section. This field is required for all amended E-Filed returns and will be included in the data filed.
    Iowa 1041
    The
    Amended Return
     collapsible section.
    Kentucky 1041
    The
    Reason for filing Amended return
     field in the
    General Information
     group, in the
    Kentucky General Information
     collapsible section. This field is required for all amended E-Filed returns and will be included in the data filed.
    North Carolina 1041
    The
    Explanation of changes for amended returns
     fields in the
    North Carolina General Information
     collapsible section. This is required for all amended E-Filed returns and will be included in the data filed.
    Virginia 1041
    The
    Amended Return
     collapsible section. This is required for all amended E-Filed returns and will be included in the data filed.
    Wisconsin 1041
    The
    Amended Return
     collapsible section. This is required for all amended E-Filed returns and will be included in the data filed.
  4. Process the account. See
    Processing tax returns
     section for details. Consider the following when processing:
    • Since no state currently allows e-filing of superseding returns, ONESOURCE Trust Tax doesn’t allow processing or e-filing of state returns for accounts that have the
      Superseding Return
       checkbox marked. The following error message displays on the Process page if you submit a
      Federal and State
       or
      State Only
       processing request for an account that has the
      Superseding Return
       checkbox marked: "State superseding returns not allowed. Any state changes for a return already filed must be processed as an amended return."
    • If a revision occurs within the superseding period (prior to the due date including the extension), you must submit a
      Federal Only
       processing request to process the superseding federal 1041 return and submit a
      State Only
       processing request to process the amended state 1041 return. Another option is to wait until the superseding period ends to process amended federal and state 1041 returns. This will allow you to select
      Federal and state
       from the
      Document Option
       dropdown list on the Process page.
  5. After processing completes, submit the e-file request. In the account binder:
    1. Select the
      Account
       main topic then the
      File Electronically
       subtopic.
    2. Select
      Amended Return
       or
      Superseding Return
       from the
      Request
       dropdown list.
    3. Mark the
      Return Type
       checkbox that applies to your e-file request. You can select
      1041
      ,
      990
      , or
      5227
      . Marking a return type checkbox makes the other return type checkboxes not available to mark.
    4. Mark the
      Request Option
       checkboxes that correspond to the jurisdictions you want to include in your e-file request. Federal and state can be submitted as either 1 request or as separate requests.
    5. If your e-file request includes amended federal 990 return types, select the forms to include in your request from the
      990 Tax Return Type
       grid.
    6. If your e-file request includes nonresident state returns, select the nonresident states to include in the request from the
      Non Situs States
       grid. When e-filing an amended California Form 199 return, many states are listed in the
      Non Situs State
       grid but only the
      California
       checkbox is available to mark.
    7. Select
      Process
      .
ONESOURCE Trust Tax reviews the e-filing data for errors that would prevent the amended or superseding return from being E-Filed. Like original returns, when an amended or superseding return is submitted for e-file, the version of the tax return print file associated with the data that is being E-Filed is frozen and the
EF
 or
ES
 e-file indicator displays in front of the tax return print file. The print file can't be deleted.
You can distinguish an amended or superseding return from an original return by entering a comment in the
Comments
 field on the Documents page in the account binder. To access this page, select the
Documents
 main topic.
If a return is not submitted for e-file, the account is listed in the grid in the
Request Errors
 collapsible section on the Request Status and History page. The reason the return was not submitted is displayed in the
Error
 column.