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@VolvoGirl  @Rick19744  @Mike9241 

 

Thank you guys for you help and input.

 

I have a question how make changes in 2022 return. It is for my records as Tax is not changing and I need this for a fresh 2023 return.

 

Option 1.

Open 2022 return and save as a new name return.

and make changes within Form Mode as it will remove duplicate Carry Over Losses.

Tax is Not changing.

Lets say I was expecting a $1000 refund and it is still showing $1000 refund in Top middle box. By the way I have already gotten my refund last year.

 

Options 2

Open 2022 return and save as Amend 2022

Then go to other Tax situations

Amend return (as soon as I click on this button refund on Top middle goes to ZERO)

I will choose what I work on

Then Make Changes within Form mode as it will remove duplicate losses.

But by this method, as soon as I click on Amend return within Other Tax situations. Refund goes to ZERO at top. Then I have to do Federal Review (no error messages) and type a reason for Amend. Tax is Not changing. But Top Middle Box is still showing ZERO.

I know it is technical thing I don't to mess this up for next year return.

 

Any Pros and Cons of each method.