dorisvigliotti
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03-14-2021
10:40 AM
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MCWinters
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03-14-2021
12:48 PM
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If you are asking for how to roll a 2019 Tax Return forward to the 2020 package, then under the File menu, choose Transfer and choose Transfer Clients. That will give you a list of all of the clients from 2019 that you have available. Highlight the ones needed and click Transfer.