Improvements to Locked Returns

Related products:ProConnect

Forum|Forum|3 years ago
April 2, 2023
2 replies
8 views

Very much appreciate the lock return feature. Would like to suggest some improvements:

We should be able to manually lock a return. If I am filing a return on paper, there is no way to trigger the return lock. Also, if I unlock a filed return and decide not to make any changes, I cannot re-lock it.
Filing an IT-204-LL should not lock the return, I don't always file them at the same time I am filing the full return
We should have the option to prevent an auto-lock (for example in when filing an IT-204-LL).
If a return is really locked, there should be no changes to the print at all from the original return. Right now things like dates, etc, update with the return when I print a copy of a locked return. How can I really trust no other changes have been made if that stuff changes?

Federal Forms

This topic has been closed for replies.

N

nmms

Level 5

I agree with this.

We should be able to manually lock a return.

I amended a state return in 2021 that had to be filed as a paper return because the state did not accept e-filed amendments. There was no way to trigger the return lock.
I had a 2021 extension rejected because an extension had already been filed by the client's former tax preparer. Even though I later e-filed this client's 2021 return, the return did not auto-lock because of the earlier rejected extension. There was no way to trigger the return lock.

A

Anonymous

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