Notion:
- Duplicate the client return in Notion
- Mark the original return stage as Efile
- Mark the duplicate return stage as review
- In the duplicated return under the Notes column write “State”
Proseries:
- In the Missing Info section write “ WTG FOR STATE RETURN TO FINALIZE”
- On the Info Worksheet, under Part VI Efile Section, deselect the State return for efiling
- Go to the state return to confirm it is no longer ready to efile