I have an individual filer who had their previous CPA mess up their 2021 return. I reviewed and and they should have gotten a larger refund. Given that we’re still within the original filing due date window of April 15, I can send a superseded return but would have to be by mail (I don’t think superseded returns can be efiled) and expect delays. Is my best bet to wait till after April 15 and efile an amended return in order to get the additional refund faster? Anything else I should consider?

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I’m pretty sure you can efile a superseded return as long as you mark the box in the tax software that it is superseded and it’s before the filing deadline. I’m not sure if you can supersede for state returns… it might be specific state rules.

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Given the delays that the IRS is facing, I would try to do everything possible to file this electronically and avoid paper filing.

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You can efile a 1040X but I think it still gets processed manually so you will be waiting a while

I don’t think you can file a superseded for 1040 series I think it needs to be 1040X?

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Thanks for clarifying STM1!

Thanks TM1. I know I’ve seen that for business/corporate returns. I haven’t see that for individual 1040 forms though, so wondering if anyone knows for sure.

If it’s go systems you are using you can do it. There is no harm in trying to do a superseded return - the worst thing that can happen is it is not accepted and you efile a 1040x. Amended returns are taking forever to get processed though. Good luck!

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If you work at H&R Block, maybe your client could just apply for a 0% interest refund advance loan for up to $3500.

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