HOW DO I COPY A CLIENT TAX RETURN ORIGINAL FILE ?

Forum|Forum|2 months ago
April 13, 2026
3 replies
15 views

I WANT TO AMEND MY CLIENT 2024 INDIVIDUAL TAX RETURN FOR FEDERAL & STATE. HOW DO I COPY A CLIENT TAX RETURN ORIGINAL FILE ?

ProSeries Professional

dascpa

Level 11

File > Save As.

Name new file something different.

M

Mel7777

Level 4

After you save as a new name, be sure to activate the 1040X and the state form before entering any changes... you didn't ask this part, but sharing as I have wasted some time in the past and had to restart because I didn't start by activating the amendment forms first.

Just-Lisa-Now-

Intuit Community Champion

If youre going to use Save As, make that copy the original. Name it Jones8897original.25i or something to that effect, then be sure to uncheck the EF boxes on it, or you'll get a duplicate SSN message.

Once youve saved it, go back to the original file (Jones8897.25i) and amend it.

That way your amended return (the one with the correct figures on it) uses the originally named file that you can transfer it to 2026 next year without it having a weird file name.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

ljr

Level 9

proseries instructions say to do a save as original on the original return. Then do the amended on the old first return - there are instructions - just make sure however you call the files you end up with 2. original and amended

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