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Duplicate federal refund amount in Client Info

Learn why duplicate federal refund amounts appear in Client Info and how to remove the extra entry from Refunds and Payments Due.
A duplicate federal refund amount occurs when a state requires Federal forms to be attached. If the uploaded PDF contains multiple copies of those forms, each one gets pulled.
To remove the duplicate refund:
  1. Go to
    Client Info
    Refunds and Payments Due
    .
  2. Select the
    X
    next to the duplicate refund amount to delete it.

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