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Posted

Filed original 2014 1041 on 3/11/15, client received corrected broker statement & gave it to me this morning. I've amended but don't know if it

causes problems to efile it so soon. How long, if any, should I wait to file? After 4/15/15?

Any suggestions greatly appreciated.

Thanks

 

Posted

In my opinion because you efiled the original, you could mail file the amended any time. All the data is computerized already because of the efile. If there is now an amount due, you could wait until April 15 but maybe not cut too close. That's what I would do, ymmv.

  • Like 2
Posted

Using Drake and efiling amended 2014 1041 is ok, already amended, sitting there ready to send. Just don't know if sending before 4/15/15 creates confusion with IRS. Apparently ok to efile amended due to MeF system.

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