How do I create new return without rolling forward prior year data

Forum|Forum|4 years ago
January 6, 2022
1 reply
7 views

Client got divorce. 90% of PY return info pertained to ex-spouse, so I don't want to roll forward the PY data. ProConnect won't create return unless I check the box to bring fwd PY data.

ProConnect Tax

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George4Tacks

Level 15

The box comes with a check mark in it. You can click that box to remove the check mark.

Answers are easy. Questions are hard!

T

tnkeimAuthor

Level 2

If I uncheck that box, the 2021 return won’t “create” in the system. Some moron developer made checking the box mandatory if it is an existing client. I was a developer for OneSource tax software, and this error would never have made it through Thomson-Reuters testing.

George4Tacks

Level 15

If I uncheck the box, it removes any link to prior year return and creates a nice fresh clean unclutter with prior year data return. I thought that was what you wanted.
If you check the profile to roll forward, then it puts the check box it.
I do not see any moron at work in the programming that I am observing.

Answers are easy. Questions are hard!

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