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Level 1
December 6, 2020
Question

Carry Forward 2019 Clients

  • December 6, 2020
  • 2 replies
  • 11 views

When can Profile users expect to be able to carry forward 2019 clients?

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2 replies

Level 8
December 7, 2020

Hi, thank you for using Intuit ProFile Community

Although ProFile version 2020.1.1 allows carry forward of 2019 T1, batch T1 carry forward is not recommended until 2020.2.0. 2020.2.0 is targeted for release mid to late December 2020. Also, the first T3 version will be released in 2020.2.0

Hope this helps

Level 2
December 17, 2020

Not working on mu version .. Is there something that needs to be done to allow the carry forward. I am using the 2020 Version of Profile

Level 8
December 18, 2020

Hi, thank you using Intuit ProFile Community

ProFile version 2020.2.0 is available and will allow carryforward of 2019T1 returns. If a new 2020T1 return can be created then carry forward of 2019 returns should be possible. If a new 2020T1 return cannot be created try using proreg on version 2020.2.0 or you could try a repair if proreg does not resolve the issue

Hope this helps