The_AntiTax_Man
Level 8

You mean none of the Schedule J Base Year Information Worksheet info auto populates from the prior year tax return even if you filed the Sch J for the previous year?

My practice is primarily farm returns, so I am receiving final books and am busy filing 1099s, W2s & 943s, and 4th Quarter 1040ES for all of the farms during January.  I routinely download PS for the first time during the first week of February to avoid all of the initial updates.  And then I roll over clients to the current year as I need them.  Are you downloading an earlier version of PS and rolling over client data using an earlier version of PS than I? 

I cannot answer why this does not work the same for you.

0 Cheers