ccantrell
Level 2
01-06-2021
02:02 PM
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George4Tacks
Level 15
01-06-2021
02:07 PM
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Yes, just like the individual. Highlight the client and click the 19 -> 20 icon to transfer, while you are in the 2019 program. It will not proforma the input, if you did a 2019 and meant to do a 2020, but it will transfer the names, addresses, carryover....
EDIT: I read the wrong software. https://proconnect.intuit.com/community/customer-lists/help/how-do-i-proforma-or-roll-over-my-prior-... for ProConnect I think you need to wait a few weeks for the Gift Return to be available for 2020
Answers are easy. Questions are hard!
itonewbie
Level 15
01-06-2021
03:03 PM
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Yes, you can. Just follow the instructions given in the link posted by George.
However, release of F.709 and its functionality usually lag other returns, which means you will probably need to wait a bit longer before it can be rolled over.
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Still an AllStar
Still an AllStar