The_AntiTax_Man
Level 8
02-18-2022
11:08 AM
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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.