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8 replies

itonewbie
Level 15
April 23, 2020

Do you mean you managed to e-file the return with the wrong SSN and it was not rejected?

---------------------------------------------------------------------------------Still an AllStar
George4Tacks
Level 15
April 23, 2020

Input Return > Client Information > Social Security # > Correct it.

Answers are easy. Questions are hard!
itonewbie
Level 15
April 23, 2020

Ah, George  just gave me a clue what you may be looking for. 😁

If you want to update your client's SSN outside of the return:

  1. Goto the Clients dashboard;
  2. On the line with your client's name, on the far right column under ACTIONS, click on the dropdown to select Edit client;
  3. Update the Tax ID;
  4. Click on the Save button.
---------------------------------------------------------------------------------Still an AllStar
Level 3
April 28, 2020

Just a questions... Does a new Tax ID trigger another return prep fee from Intuit?  I would expect it would.