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Cancelling 1040 Return after it was Accepted by IRS?

I sent a customers tax return, it was accepted by the IRS, and one days later the client wanted to add a dependant. I know for a fact that this cannot be stopped or cancelled, her only option is a 1040-X (amendment). I called our software provider and bank, they agreed with me. I called the IRS/checked the website but it was too soon to get a status on the return or to be able to speak to someone. How else can I prove to the client that the return was accepted and the only way to add a child is to file an Amendment? Is there any official IRS documents that state this? is there a number we can call to verify? I would like to help this client to my best abilities. Thanks in advance

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Reply to
somesnapperishe
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You are not correct. If another original return is filed on or before the due date, it will replace the first one. After the due date, a 1040X would be required.

Reply to
Mike Wellman

wrote

It sounds like you are doing just that. You've already received the acceptance notice, so file an amended return. Any overage will be sent by check, I believe, because there isn't a place on the 1040X to have direct deposit.

-- Paul Thomas, CPA snipped-for-privacy@bellsouth.net

Reply to
Paul Thomas, CPA

Well, they hired you to do their taxes and presumably trust your judgement, so they should just take your word for it. By now the return will surely have been accepted or rejected. If rejected, you can add the dependent now and re-submit. If accepted, tell them that they'll need to file a 1040X. I would advise you to have them wait until the current return has been fully processed before filing the amended return.

-- John D. Goulden

Reply to
John D. Goulden

Print the acknowledgment form (9325) for that return.

-- Alan

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Reply to
A.G. Kalman

I'm sure it used to be that as long as the original due date of the return had not yet arrived, an error could be corrected just by filing a substitute original return. The return that was filed later would be considered the original return by the IRS. I don't see that in the instructions any more, though. Pub. 17 (p. 18) says you must file Form 1040X to correct a return that has already been filed. It cannot be filed electronically. You can access Pub. 17 on the IRS's web site and show that to your client. This does bother me, though. What if you failed to make an election that is statutorily required to be made on an original return? Can't you still correct that by filing a substitute original before the due date? Katie in San Diego

Reply to
Katie

Well first of all, you should have by now the ACK reflecting IRS acceptance of the return. You DO know what an ACK is, right? Next, look at publication 1345 and 1346 and find the section where it talks about amending previously efiled returns as THE only solution. (I have two on my desk right now, one for a son erroneously claimed, and another for more interest income. Oh, and a third for another W2 received after we efiled her return on Tuesday. that makes three.) If all this fails, tell your clients that I, an old and established efiler from 1989, says it's so. Well, not "old"; I mean "longstanding" electronic return originator.' (ERO) ChEAr$, Harlan Lunsford, EA n LA

Reply to
Harlan Lunsford

I forgot to mention that the tax was processed electronically. Could they take the return directly to the IRS? "You are not correct. If another original return is filed on or before the due date" ^ can someone verify this?

Wouldnt the return get rejected (or returned if mailed) if it was already accepted?

Reply to
mrtax

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