Jamierac,  I feel the pain and understand. Unfortunately, we as "professionals" have to perform flawlessly, and never let the client see you shiver, quiver, or twitch. Looking back at the previous year is the best way to determine if anything needs carried forward, since INTUIT, (See "IDIOT", now!) won't assist us with rolling forward that data we need. Maybe after the pain of this filing season ends we can all join hands and sing "A song of tomorrow, tomorrow, it's all good tomorrow"!!  Hang in there, this too will pass................