jharvey
Level 4
04-03-2024
08:14 AM
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If you are referring to the top of the form where it says "For calendar year 2023, or tax year beginning ....", the "or" in that sentence is referring to a fiscal year return. You can indicate a fiscal year return in Screen 1, Client Information, "Fiscal Year End (MM)". Once you make that entry, the fiscal year dates will print.
A calendar year return is the default, with no need to enter the dates.
There is also input in Screen 3.1, Misc. Info for short tax year dates.