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Best Answer Click here
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Yes. You can use screen 48 Prior Year Summary (1040) to enter the data from the prior year. This way you'll get a Tax Summary worksheet with two years and a column showing the difference. The prior year summary screen is available in all programs.
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Thank you!!
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Sure thing. Of course if you did roll over a prior year return this screen would automatically be filled.
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Yes I see that. However we converted from Ultra Tax and they didn’t bring over the 2018 information. Didn’t expect that!
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The PY info (in screen 48) is transferred from last year so the info is already populated. But the Tax Summary worksheet only includes the CY info. How do I get the Tax Summary worksheet to show the 2 year comparison? Thanks!
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Screen 48 per above. You need to enter it.Nevermind.
The more I know the more I don’t know.