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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.
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"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.
Slava Ukraini!
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"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?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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@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...
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Some folks just don't realize that things can change and often do. But hopefully everyone learns from their oversight.
Slava Ukraini!
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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.