maxie
Level 3

I both agree and disagree with you. Most things like this carry forward in Proseries. I expected there would be something and I'm disappointed there isn't. For the top level price I pay I expect it.  I do make notes in the file but considering what a c*** storm the world has been the last two years it wouldn't surprise me to find one or two that don't have the proper notes - because that's life. Without Proseries help it's going to require a longer look at prior returns - which I already anticipated and told clients before the season things were going to be slower.  

I have one such return on my desk right now. Notes were in the file where I plotted out the tax liability thru 2022. Now he lost dependents and it's worthless. If I just looked at the front of the 1040 the gross distribution and taxable amount aren't enough to clue me in. So yes, this takes more work and it sure would be nice if the software had a means to help out. Just my two cents. 

 

0 Cheers