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Level 5
March 26, 2024
Solved

Can I import prior year tax data into an existing return?

  • March 26, 2024
  • 1 reply
  • 8 views

I proformaed a client, prepared their return, and sent it to them without realizing that the data from last year was not present.  Is there a method of bringing the data from the prior year into the current year?  Or an easier way than to manually type in figures?

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Best answer by strongsilence

Prior Year Summary input page

1 reply

Level 10
March 27, 2024

Prior Year Summary input page