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Michele6153
Level 1
August 15, 2023
Question

I prepared a 2022 estate return. The estate has closed and I need to file the final 2023. How do I save the 2022 to do 2023?

  • August 15, 2023
  • 2 replies
  • 21 views
I am filing the 1041 returns.
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2 replies

IRonMaN
IRonMaN
Level 15
August 15, 2023

Make a copy of the client file

Slava Ukraini!
    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    August 15, 2023

    You want to use the 2022 program to prepare the final 2023 and paper file it? 

    You can use SAVE AS and make a copy of that 2022 return, then edit the figures with the 2023 amounts, then when you print it, you'll need to write in the correct year at the top of the forms.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      Accountant-Man
      Accountant-Man
      Level 13
      August 15, 2023

      Then you cannot e-file it. Just paper file it.

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