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Improvements to Locked Returns

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Improvements to Locked Returns

nononono

Very much appreciate the lock return feature. Would like to suggest some improvements:

  1. We should be able to manually lock a return. If I am filing a return on paper, there is no way to trigger the return lock. Also, if I unlock a filed return and decide not to make any changes, I cannot re-lock it.
  2. Filing an IT-204-LL should not lock the return, I don't always file them at the same time I am filing the full return
  3. We should have the option to prevent an auto-lock (for example in when filing an IT-204-LL).
  4. If a return is really locked, there should be no changes to the print at all from the original return. Right now things like dates, etc, update with the return when I print a copy of a locked  return. How can I really trust no other changes have been made if that stuff changes?

Thanks for the idea. We are changing the status to "Open for voting" since it  is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
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2 Comments
nmms
Level 4

I agree with this. 

We should be able to manually lock a return.

  • I amended a state return in 2021 that had to be filed as a paper return because the state did not accept e-filed amendments. There was no way to trigger the return lock. 
  • I had a 2021 extension rejected because an extension had already been filed by the client's former tax preparer. Even though I later e-filed this client's 2021 return, the return did not auto-lock because of the earlier rejected extension. There was no way to trigger the return lock.
IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea. We are changing the status to "Open for voting" since it  is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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