Step-by-Step Guide to Amending or Superseding a Tax Return

This guide provides detailed instructions on how to amend or supersede a tax return using the AMD Supersede Locator. The process includes updating the return information, generating a new locator, and ensuring the correct submission of amended returns. By following these steps, users will be able to efficiently manage their tax return amendments.

Begin by accessing the general information section of the tax return file.

Update the basic return information by adding the word "superseded" in front of the name. If it's an amendment, use "amended" as per your TCM instructions.

After updating the name, compute the information. It is recommended to compute three times to ensure the member's name and business name are updated in the listing.

Check the necessary boxes and click "save as." Enter the member number, which will differ based on the year (UT ID in 2024, hub member ID in 2025). Include the full entity name and save the information to generate a new locator.

If the new locator does not appear immediately, refresh the page. It may also help to log out and log back in if issues persist.

Make sure not to amend within the locator that holds the original e-filing history. Amendments should be made in a newly generated locator that does not contain any e-file history.

Examine diagnostics to ensure all necessary details like EIN and signature dates are updated. This will ensure the amended return is correctly set up.

Double-check the e-filing section to ensure all dates are correctly entered, locking the original return with its e-file history. This helps in retaining the original data.

By following this guide, you will be able to successfully amend or supersede a tax return, ensuring all necessary information is correctly updated and filed. This process will help in maintaining accurate records and facilitating faster processing of tax returns. If further assistance is needed, do not hesitate to reach out for support.