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Level 2
February 9, 2025
Question

Creating a new return with 2022 data

  • February 9, 2025
  • 2 replies
  • 4 views

Client filed 2023 return elsewhere. Now there are returning. Can I create a 2024 tax return importing 2022 data?

    This topic has been closed for replies.

    2 replies

    IRonMaN
    Level 15
    February 9, 2025

    You can't jump years but I assume you can roll 2022 into 2023 and then 2023 into 2024.

    Slava Ukraini!
    George4Tacks
    Level 15
    February 9, 2025

    Doing 2023 also gives you a chance to catch mistakes in the 2023 done by the "other"  and offer an amended return to show how super you are.

    Answers are easy. Questions are hard!
    Level 2
    February 9, 2025

    Yes! requesting 2023 return from client now.

    Level 2
    February 9, 2025

    I can see in PDF that the last time I filed a tax return for these taxpayers was 2020. I haven't used anything besides PTO. But when I look back at my PTO for 2020 and before, I cannot find this taxpayer at all. Not for any prior years that I can see copies I prepared and submitted. They seem to be gone. 

    Any idea what could have happened and where I can find them.

    Thanks for the previous answers btw.