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originally filed return versus copy

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originally filed return versus copy

psmitcpa1

When i made a copy of the original return, the Copy says "Original" behind it and the other file has all the filing history (efile status, etc.).  This seems backwards.   I cannot unlock the file labeled "original" because PTO support says that contains all the original data.  But i can make changes to the file that can be unlocked that has the efiling history.   Confusing.  Lacerte would allow the preparer to name the copied file whatever they woudl want - such as add "plng" for a tax planning file, or "cpy" for a copy.   This is confusing.

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Chris2222
New Member

The original return should keep the date the original return was filed.

The amended return should have the amended date of filing. And possible list a history such as for example:

Originally filed: 4-15-2024

Amended filed: 6-15-2025

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