George4Tacks
Level 15
12-01-2023
11:47 AM
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Especially confirm any carryovers - look with great care at any state tax returns - best done to get the 2022 to match what you have and then do the proforma as late as possible, since that feature is often not really ready to work properly until e-file opens, even then there are often bugs.
Answers are easy. Questions are hard!