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taxprogo
Level 1
February 27, 2023
Question

Transfer client Data from 2020 to 2022

  • February 27, 2023
  • 1 reply
  • 7 views

I would like to transfer client data from Proseries 2019 and 2020 to 2022. I have some 1040-NR clients that only file in certain years. Is there a way to easily transfer their data from 2020 into 2022? The transfer client options only allows 2021 to 2022. I can't select an older year. Any alternative?

Thanks

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1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
February 27, 2023

You have to transfer from 2020 to 2021, then from 2021 to 2022,. no other way.

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