Karl
Level 8
Level 8

Fair point. I do usually stay in 2023 (PY) Planner at this time of year (because I don't trust the early releases).

The reason I wanted 2024 is that I had proforma'd a client's 2023 return to 2024 to build a soft draft of the return (a bunch of changes from PY), and then I wanted to compare a few potential options as last-minute planning possibilities, and I can only export from 2024 prep to 2024 planner.

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*
0 Cheers