Waltpa
Level 2
‎03-01-2022 01:28 PM

How do I create a second/duplicate return? I want for, example, amending a return while keeping the original intact. OR playing "what-if" after original is filed. I don't see a "copy client"; do see "save as" but haven't done that yet. Thanks in advance, Waltpa

0 Cheers
Just-Lisa-Now-
Level 15
Level 15
‎03-01-2022 01:46 PM

Be sure to save the original return, then do Save As and give it  a new name.

Be sure to uncheck the fed and state EF boxes for the new file on the fed info worksheet and then switch over to the state return before saving/exiting then you wont get the Duplicate SSN message in the EFCenter.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
0 Cheers
Waltpa
Level 2
‎03-01-2022 01:58 PM

Thanks, Lisa. will try that.