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Level 5
March 13, 2026
Question

Transferring Form 1065 from 2024 to 2025

  • March 13, 2026
  • 1 reply
  • 3 views

When I try to transfer the Form 1065, my client doesn't show up.  I did their 2024 and don't know why.  All the individual returns transferred ok.

    1 reply

    Level 4
    March 16, 2026

    At the top of the menu for Homebase View, there is a drop down menu. Drop it down and click on 1065.

    Anything appear?