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Prior year changes in ProSeries

terishaw1040sf
Level 1

I don't lock my client's tax returns, maybe I should and would like to know the pros and cons.

I often go back to prior year tax returns for numerous reasons and am receiving this year a notification that calculations in the prior year's tax return have changed resulting generally in overpayment of tax.  Is there an easy way to amend these tax returns?  It seems that when I click on "View Changes" I go straight to the X and there is no description of what actually changed that resulted in the change.  How am I supposed to amend these tax returns, which I assume should be amended?

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2 Comments 2
RNeilson
Level 2

Did you safe a PDF of the original return?  View the PDF and compare to return to see what changes you made.   Then note all changes revert everything back to original numbers.   Then click on the 1040x to add changes for an amended return.   Once a return is filed I encourage you to lock the return.

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dkh
Level 15

Have you actually compared the original return to what is now in computer?   I certainly would before assuming you need to amend.   What explanation would you put on Form 1040X..... my computer changed so I'm filing an amendment