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New Member
posted Dec 13, 2023 7:30:21 AM

I have one return for 2022 - it has been filed. I want to copy that return and change only a few pieces of information. I see an option to "Rename" but not to copy.

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3 Replies
Moderator
Dec 13, 2023 9:21:20 AM

`What do you mean by "copy" ? Copy where?

New Member
Dec 13, 2023 10:16:35 AM

There is an option beside some returns to "Rename | Copy". That option does not exist for my filed return. I want to make a working copy of the filed return so I can update some numbers and see the effect on my tax rate.

Moderator
Dec 13, 2023 10:56:42 AM

Unfortunately, when a return is filed, the only option is to Refile, not open and go change numbers/credits, etc. 

 

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