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Cannot change the return purpose


#1

I have a return that was originally created as a planning return, however was not designated as such on the info screen. We have now created the a separate return for filing. I went into the planning return to designate as a planning return only to find that I cannot change the purpose of the return and the word filing is now green. I am just wondering if anyone else has had this issue and if so how they dealt with it.


#2

Are you sure the file isn’t locked? Are other fields green? Have you checked under the Protect tab to see whether you can click Unlock file.


#3

The file is not locked.