Level 12
03-06-2026
09:48 PM
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I guess the first question would be. Do you have a backup copy of the 2024 file? If not, I’d start by doing a search of my computer for the file name. Sometimes files magically get misplaced. I’d also look in the 2024 program to see if the tax return still exists or not. Finding none I would transfer the 2023 file to tax year 2024 and then to 2025. If the 2024 tax return had any kind of complexity to it I’d probably recreate it before transferring to 2025. The alternative would be to enter a brand new client file in 2025 and just start over
If at first you don’t succeed…..find a workaround