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Waltpa
Level 2
March 1, 2022
Question

duplicate return

  • March 1, 2022
  • 1 reply
  • 15 views

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

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1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
March 1, 2022

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♥¸¸.•*¨*•♫♪
W
WaltpaAuthor
Level 2
March 1, 2022

Thanks, Lisa. will try that.

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