lapplegate47
Level 1
05-16-2022
01:59 PM
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What is the procedure for perfecting a rejected 1040 return?
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itonewbie
Level 15
05-16-2022
04:37 PM
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Just to add to Anna's comments, you'd need to select the option to unlock the return before fixing whatever caused the rejection. Otherwise, you won't be able to make any changes to the locked return.
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abctax55
Level 15
05-16-2022
04:46 PM
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Jensen - are you 'assuming' the OP locked the return after filing? Or, does PTO do that for you?
"*******Tax software is no substitute for a professional tax preparer*******
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itonewbie
Level 15
05-17-2022
01:20 AM
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Hi, Anna, PTO does it automatically once you attempt to e-file the return (not extensions though). And if you unlock the return for whatever reason, you can't manually relock it. It can only be locked again if that return is e-filed (e.g. for perfection or amendment). This is a new function they introduced this year. Hopefully, it'll get better over time.
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abctax55
Level 15
05-17-2022
09:55 AM
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ick.... another example of Intuit's *micro-managing*.
"*******Tax software is no substitute for a professional tax preparer*******
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korein
Level 1
02-03-2023
03:09 PM
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how do you unlock the return ?
George4Tacks
Level 15
03-03-2023
09:44 AM
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Here's wishing you many Happy Returns