Re-rolling returns

If you make changes to a prior year's return after it's been rolled over, you can re-roll the return.

To re-roll a return:

Select Returns Processing
, Preseason Processing
, Preseason In Your Office
, and then Rollover
.

Select your account, year, and tax type, then Continue
.

Select the returns to rollover and Continue
.

Users with permissions to bypass or overwrite any existing current year returns are prompted at this time, if applicable. Select Submit
.

Make note of the batch number, then select Close
.

Go to Batch Status
to review the status.

This article applies to: