Amended federal and state 1041 returns beginning with tax year 2019. You can e-file an amended 1041 returns even if the original return was not e-filed. See the table below for details on the states where e-filing is available for amended state 1041 returns.
Superseding federal 1041 returns beginning with tax year 2020. You can e-file a superseding 1041 return even if the original return was not e-filed.
Amended federal 5227 returns beginning with tax year 2022.Amended federal 990, 990-EZ and 990-PF returns beginning with tax year 2019, and e-file amended 990-T and 4270 returns beginning with tax year 2020. Federal 990 returns must be qualified for e-filing and any Electronic Filing Reject diagnostics must be cleared before the return can be e-filed.
Amended 990 state returns beginning with tax year 2019. Currently, only California (Form 199) is available for e-filing. California requires Form 199 to be e-filed and requires a copy of the federal 990, 990-EZ or 990-PF return. ONESOURCE Trust Tax recommends waiting until after the federal 990, 990-EZ or 990-PF return is e-filed and accepted before e-filing the California Form 199 return. California Form 199 returns must be qualified for e-filing and any Electronic Filing Reject diagnostics must be cleared before the return can be e-filed.
The following table includes details on the states where e-filing is available for amended state 1041 returns: