Tip I only recently learned: Reprinting a return with the original date

[Abby Normal]

If you check the Complete box in the Return Manager when you complete a return, ATX will remember that date and use it whenever that box is checked. This is true even if you uncheck the box, make some changes and save the return.

We often update our notes for death, divorce, marriage, births, address changes, phone numbers, email addresses, etc. during the year, after the return is done. So we have to uncheck the complete box to save our changes, but as long as we recheck the complete box, the original complete date will be correct.

It's rare that we have to reprint a return, but it comes in handy when we do.

[Randall]

Good to know.

 

[Jack from Ohio]

I always type the date I complete the return on page 2 of the 1040.  This locks that date on all forms regardless of any changes.

[Abby Normal]

25 minutes ago, Jack from Ohio said:

I always type the date I complete the return on page 2 of the 1040.  This locks that date on all forms regardless of any changes.

Yes, but the date will still be wrong on the letter and anywhere else it appears. And, for me, it's easier to remember to check the box.