This screen is used to change the ID number (SSN, EIN or ITIN) assigned to a data file.
IMPORTANT: To avoid MESSAGES or NOTES pages when changing the entered ID Number, DO NOT enter the change on screen 1. Instead use Tools > File Maintenance > Change ID Number on Return. The return is not eligible for e-filing until this process has been completed.
- Go to Tools > Maintenance > Change ID Number on Return.
- Enter the incorrect SSN, EIN or ITIN in the field indicated.
- Enter the correct SSN, EIN or ITIN in the field indicated.
- Click Continue.
- Click Exit when finished.
- After the file has been changed, it is recommended that you run the Repair Index tool to update the Client Name.