carolmCA
Level 1
01-06-2026
04:33 PM
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I am coming into a firm as a new preparer. I am trying to copy/importing info from one tax year to the next to do practice returns. I would like instructions on how to copy basis info and have it be a return ready to complete in the next year. I will be cherry picking returns, so I need to know how to do this return by return.
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