PA CPA 900
Level 2
01-08-2024
02:33 PM
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Why does ProSeries not pull forward Forms 1099-SA, Form 1098 and a variety of other tax forms which have been entered in the prior year tax return? These are applicable from one year to the next and should carry over along with the W-2's and 1099's. They should carry to the "Documents to Send to Preparer" on the Paper Organizer or to Link in the Document Requests.