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Level 1
April 11, 2022
Question

How to change estimated tax payment amounts on a LOCK TAX RETURN?

  • April 11, 2022
  • 2 replies
  • 9 views
After filing the tax returns, client has advised of significant changes in 2022 income requiring significant changes in  estimate payments.   WHAT is the PROCEDURE to maintain tax - file integrity with these adjustments?
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2 replies

PhoebeRoberts
Intuit Community Champion
April 11, 2022

Choose your own adventure! Depending on the client, I might unlock the return, adjust the estimates, and re-lock, or duplicate the client and make adjustments in the copy.

qbteachmt
Level 15
April 11, 2022
Don't yell at us; we're volunteers