George4Tacks
Level 15
01-06-2021
02:07 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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!