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C
cakeen
Level 4
May 14, 2026
Question

Will a contribution carryover automatically come over from the previous year?

  • May 14, 2026
  • 1 reply
  • 8 views

Client has an $18k contribution carryover from 2025 and I am wondering if it will show in when we roll over to 2026 or will we need to manually enter that?  I can see it on the worksheets but hate to assume.

Thanks!

 

    1 reply

    IRonMaN
    IRonMaN
    Level 15
    May 14, 2026

    It should roll over without any issues, but if you are worried about it rolling over, leave yourself a note for next year.

    Slava Ukraini!
      C
      cakeenAuthor
      Level 4
      May 14, 2026

      If only ProConnect would bring back the "NOTES" section!

      Thanks for your reply tho-appreciate it.

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