Matt C
Employee
Employee

Thank you for taking the time to speak with me!

I can't test it myself right now, but a teammate confirmed that that dialog comes up when amounts change EITHER from an update or if the user makes a change to a return that has been efiled. Ah yep, just like that Recovery Rebate Credit issue (sigh).

Sorry, I don't understand your sentence about the file never being truly locked.. Could you elaborate?

1. You efile the return

2. You lock the return

3. ProSeries gets updated some time later

4. You open the return

5. < what happens here? >

The return should NOT get updated on step 5. Are you saying it does for you?