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Level 2
March 19, 2023
Question

enter information onto a 1040 form directly

  • March 19, 2023
  • 2 replies
  • 10 views

New client and I want to input their 1040 for 2021 prepared by former tax preparer so that they can compare with the 2022 1040 I will prepare for them. Is there a way to go into 2021 and enter the information onto the 1040 directly instead of using the documents input method?

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2 replies

IRonMaN
Level 15
March 19, 2023

I don't use ProConnect but I would bet cash money that the answer is no.

Slava Ukraini!
PhoebeRoberts
Intuit Community Champion
March 19, 2023

You want the screen called Prior Year Summary under Other in the 2022 program.