Information Returns Replacement and Correction File Procedures

 

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After you pay, you can print your return as many times as you want. Always  print your tax  return before you click the "E-file" button to make sure it is all correct.  Replacement and Correction returns will be charged again, the current fee for tax return processing.  Please check Procedures to understand what to do in case you need to correct or replace your return.

As long as the file says IN PROCESS or REJECTED, you can retransmit the file safely and all data will overlay replacing the old information. Once the drain at the IRS occurs the file will move to PROCESSING or ACCEPTED.   At that point, you will have to follow the replacement file instructions to replace the file.

On the Information Returns SELECTION page select either ORIGINAL, REPLACEMENT or CORRECTION file.  See the picture below showing the boxes for the selections above.

ORIGINAL FILE

An ORIGINAL file is the a file sent to the IRS for the first time.

REPLACEMENT FILE

A REPLACEMENT file is a corrected version of the file that replaces the ENTIRE ORIGINAL file with a new file. You can only send a REPLACEMENT file in the first 10 days of the original transmission. Click on the ORIGINAL taxreturn.tax file and click on COPY. Then click on the copy of the file and click on EDIT. Then click on NEXT. On the Information Returns SELECTION web page select REPLACEMENT file, and then fix all of the forms that are missing and/or  incorrect. Then EFILE the file again.

CORRECTION FILE

A CORRECTION file is just the records that need to be corrected or changed. This can be sent at any time during the tax year. Click on your taxreturn.tax ORIGINAL file. Click on COPY. Click on the copy and click on EDIT. On the Information Returns selection web page select CORRECTION file. Delete any forms that do not need to be corrected. Fix the forms that are wrong and check the CORRECTED box. Then EFILE the file again. Make sure the account numbers on the corrected forms match the original account numbers. The IRS uses the account numbers to match the data that is being corrected.

REPLACEMENT AND CORRECTION FILES FOR OTHER SOFTWARE ORIGINAL FILE

You can also replace correct a file that was originally transmitted by a different software, using a different TCC. The procedure is the same as if you e-filed with us, but, in that case, you will have to communicate to us by e-mail (help@taxsoftware.com), and let us know that you are using this procedure.  We will need to know your TCC and your original file number.

PRIOR YEARS CORRECTION FILE

You can also e-file CORRECTION returns for prior year returns.  Just use the same procedure as in regular, CORRECTION returns, and select the original year you are replacing the file for.

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