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Brian Downey

Does amending a return before deadline automatically count as superseding return?

I just submitted my 2024 tax returns using FreeTaxUSA and now I'm confused about something regarding amendments. I'm not sure if I understand the IRS/California guidelines correctly - if I amend my return before the April 15 deadline, does that automatically count as a superseding return? I saw on the IRS website that it mentions this, but then I also read somewhere else that for a return to be considered superseding, you need to submit a completely new 1040 with the superseding checkbox marked at the top. Has anyone dealt with this situation before? I want to make sure I'm doing this correctly.

Jacinda Yu

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This is a really good question with an important distinction. A superseding return and an amended return are actually two different things in the eyes of the IRS. A superseding return is filed before the due date (April 15) and completely replaces your original return as if the first one never happened. It requires filing a complete new 1040 with the "Amended Return" box checked AND writing "SUPERSEDING RETURN" at the top of the form. This essentially tells the IRS to ignore your first submission entirely. An amended return (Form 1040-X) is what you file after the due date to correct mistakes on your original return. The original return still stands as your official filing, and the amendment just notes the specific changes. Since you're still before the April 15 deadline, you have the option to file a superseding return rather than an amendment, which is generally better because it completely replaces the original.

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So if I'm understanding correctly, just filing a 1040-X before the deadline doesn't automatically make it superseding? I need to file a whole new 1040 and specifically mark it as superseding? I'm in a similar situation and don't want to mess this up.

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Jacinda Yu

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That's exactly right. Filing a 1040-X even before the deadline is still considered an amendment, not a superseding return. To file a superseding return, you need to submit a complete new Form 1040 (not 1040-X), check the "Amended Return" box, and write "SUPERSEDING RETURN" at the top of the form. The benefit of a superseding return is that it completely replaces your original return as if you never filed the first one. This can be advantageous in certain situations, especially if you're changing something that might otherwise trigger additional scrutiny on an amended return.

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Callum Savage

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I was in this exact situation last year and I discovered taxr.ai (https://taxr.ai) which helped me figure out the difference between superseding and amended returns. I was confused about my options after realizing I had missed some deductions on my original return, and their AI analysis clearly explained that I needed to file a completely new return (not a 1040-X) before the deadline to have it count as superseding. The tool analyzed my situation and highlighted exactly how to mark the new return properly - checking the amended box AND writing "SUPERSEDING RETURN" at the top. Saved me from making the mistake of just filing a 1040-X which wouldn't have completely replaced my original return.

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Ally Tailer

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How exactly does this service work? Does it just answer questions or does it actually help with filling out forms? I'm confused about whether it would actually help with my specific tax situation.

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I'm skeptical tbh... does it just give generic advice that you could find on IRS website or does it actually look at your specific return details? I don't want to waste time or money on something that's not helpful for complicated tax situations.

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Callum Savage

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It's actually an AI-powered document analysis tool. You upload your tax forms and documents, and it analyzes them to identify potential issues or opportunities specific to your situation. For my superseding return question, I uploaded my original return and it pointed out exactly what I needed to do differently. The tool provides personalized recommendations based on your actual tax documents, not just generic advice. It looks at your specific numbers, deductions claimed, and filing status to give tailored guidance. For complicated situations like determining whether to amend or file a superseding return, it explains the pros and cons based on your specific circumstances.

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Ok I wanted to follow up - I actually tried taxr.ai after posting that skeptical comment. I uploaded my half-completed return where I was trying to figure out if I should amend or supersede. Surprisingly helpful! It pointed out that in my specific situation (missed some 1099 income), filing a superseding return would be better than amending because it would completely replace my original return and potentially reduce audit risk. The site even generated a checklist of steps for properly marking the superseding return. Definitely more helpful than the generic advice I was finding elsewhere.

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If you're struggling to get answers directly from the IRS on this (like I was), I finally got through to an IRS agent using Claimyr (https://claimyr.com). They have this callback service that gets you past the constant busy signals and "call back later" messages. You can see how it works here: https://youtu.be/_kiP6q8DX5c I was going in circles trying to figure out the proper way to file a superseding vs. amended return after realizing I missed a major deduction. The IRS agent I spoke with confirmed that simply filing a 1040-X before the deadline is NOT considered a superseding return - I had to submit a completely new 1040 with specific markings. Saved me from making a big mistake.

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Cass Green

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Wait, how does this actually work? Do they have some special line to the IRS or something? I've been trying to reach someone at the IRS for 3 weeks about my superseding return question.

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This sounds like BS honestly. I've never heard of any service that can magically get through to the IRS. The IRS phone system is notoriously impenetrable. Are you saying they somehow have a secret backdoor or something?

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It's not a special line or backdoor to the IRS. The service basically automates the calling process. It continuously calls the IRS for you until it gets through, then connects you when an agent is available. It's essentially doing what you'd have to do manually (calling repeatedly and navigating the menu system) but automatically. I was skeptical too, but after wasting hours trying to get through myself, I tried it out of desperation. The way it works is they have an automated system that keeps dialing until it gets in the queue, then it calls you back when it reaches an actual person. There's no magic involved - it's just automating the tedious part of reaching the IRS.

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I need to eat my words. After posting that skeptical comment above, I decided to try Claimyr out of sheer frustration. I had spent literally DAYS trying to get through to someone at the IRS about whether my situation qualified for a superseding return. Used the service around 9am, and by 11am I was actually talking to a real IRS representative! The agent confirmed that in my case (forgot to include some investment income), I definitely needed to file a superseding return rather than an amendment to avoid potential penalties. Just wanted to update here since I was so openly doubtful before.

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Madison Tipne

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For California specifically, FTB rules are a bit different than federal. From my experience last year, California doesn't have a formal "superseding return" designation like the IRS does. For CA, if you file before the deadline, you just file an amended CA return (540X) and it effectively replaces the original. But the terminology is different - they don't use "superseding" in the same way the IRS does.

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That's really good to know because I'm in California too and was wondering how to handle the state part of this. Do you know if this causes any issues with e-filing? Did you have to paper file the CA amendment even though it was before the deadline?

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Madison Tipne

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Yes, that's actually an important point I should have mentioned. For California amendments (even before the deadline), you generally have to paper file the 540X form. I tried to e-file the amendment through my tax software last year, but it wouldn't allow it for California. One other thing to watch for - even though you're filing before the deadline, processing times for paper amendments can be quite long (took about 10 weeks for mine last year). I'd recommend sending it certified mail so you have proof it was submitted before the deadline.

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Malia Ponder

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I'm confused by FreeTaxUSA's handling of this. When I tried to create a superseding return, the software only gave me the amended return option. Does anyone know if FreeTaxUSA actually supports filing superseding returns properly? Or do I need to manually handle this somehow?

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Kyle Wallace

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I used FreeTaxUSA last year for a similar situation. The software itself doesn't have a specific "superseding return" option. What I had to do was prepare a completely new return through FreeTaxUSA, print it out, manually check the "amended" box, and write "SUPERSEDING RETURN" at the top in big letters. Then I had to mail it in rather than e-file.

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