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Level 1
November 26, 2024
New

form dates form for beginning of tax year

Related products:ProSeries
  • November 26, 2024
  • 1 reply
  • 1 view

Form 1065 and the associated K-1s have the year for the beginning of the tax year hard coded, i.e. cannot be overridden. These forms show the current calendar year as the year of the beginning of the tax year. 
For taxpayers with a fiscal year end the beginning of the tax year is NOT the current year. Please revise the forms to allow for all dates to be entered or overridden. 

1 reply

abctax55
Level 15
November 26, 2024

The preprinted header says 202x, OR _____ to _____.

Change the fiscal year end in the client data info (I don't speak ProSeries, I'm a Lacertian) and that should fix the issue for you.

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