Step 1: Update the Filing Type on the Main Info Page
Open the tax return and navigate to the Main Info page.
Locate the checkbox for "Form 4868 with direct deposit" (previously selected for the extension).
Change this selection to "The income tax return" to indicate that you are filing the full return instead of an extension.
Step 2: Run Diagnostics and Resolve Errors
Click on Diagnostics to check for any outstanding errors.
If an error message appears, click on it to navigate directly to the issue.
In some cases, minor formatting errors (such as extra spaces in text fields) may cause validation issues. For example, an extra space after "TaxWise" can trigger an error.
Make the necessary corrections and re-run Diagnostics to confirm that the issue has been resolved.
Step 3: Create and Transmit the E-File
Once all errors are cleared, proceed to Create E-File.
Submit the return as an amendment following the standard e-file process.
After submission, check the status of the return.
If successful, the status will change to "Sent" instead of "Rejected."
Final Notes
✔️ Ensure all required fields are updated before submitting the amended return.
✔️ Use the Diagnostics tool to identify and fix any potential submission errors.
✔️ Once submitted, monitor the return’s status in the e-file system.
By following these steps, you can successfully convert an extension (Form 4868) to an amended return in TaxWise Online (TWO).