You can rename a return at any time, whether it is open or closed. Renaming the return changes its name, but it does not change your client's name in the return or any other tax return information.
To rename an open return
- On the Returns menu, click Rename Return.
- Enter a new name for the return, and then click Rename.
To rename a return in Return Manager
- Click the Return Name field of the return to be renamed.
- Press F2 to select the name.
- Type a new name.