Level 8
12-13-2024
01:47 PM
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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.
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