In ProSeries Basic, unemployment income is adjusted automatically and when the state return is opened, the deduction affected AGI and creation of the MI1040X amended return doesn't flow.

[mpdelleree]

In ProSeries Basic, if I open a filed return that had reported full unemployment without the $10,200 exclusion, the return is automatically adjusted to show the reduced AGI.  At that point I can't tell what the original amounts were that was filed.  And then to open up the state (MI), I can't create an amended return because the state return AGI has already changed (reduced), I don't have a before and after scenario to create a MI1040X.

[IRonMaN]

"I don't have a before and after scenario to create a MI1040X"

Rule number 1 - never trust the software to keep your only copy of the return ---------- things change and so does the software.  You always need to keep a paper or pdf copy of the return prepared.

Go back into the return and temporarily override the $10,200 exclusion.  Then proceed on with your amending of the return and cancel the override.  It's better than calling your clients to see if they have a copy of the return that you prepared for them.

[Just-Lisa-Now-]

"At that point I can't tell what the original amounts were that was filed."

You should have a printed or pdf copy of the return as it was originally filed saved somewhere, no?

[PATAX]

@Just-Lisa-Now- @IRonMaN quite a few posts this year dealing with this same matter... I can't believe that tax preparers actually complete returns and do not have a paper and/or PDF copy... Maybe I'm a little mean but something doesn't sound right...

[IRonMaN]

Some folks just don't realize that things can change and often do.  But hopefully everyone learns from their oversight.

[mpdelleree]

I have a pdf copy.  I can determine the before and after.  I can always lock the return so it doesn't change when I open it. 
YOU MISSED THE POINT.  You can't determine the before and after if you just open a client file.  WHY is the program changing what was previously efiled?  The programmers are altering the original return.  There should have been another way around this change.  I should open the original return, and have a message block appear,  or whatever,  explaining a change may recalculate the return.  It should be an option, not an automatic recalculation when you open it.