itonewbie
Level 15
01-18-2024
04:52 PM
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Just as @George4Tacks says.
In other words, conversion only works on prior year returns (i.e. 2022). Since the objective is to proforma the current year's return and worksheets (PDF organizer), you should pay attention to the table for what actually converts.
This also means that, if you want to use the converted 2022 return for actually tax filing (whether on paper or electronically), you will likely need to fill in quite a bit and review the returns in details - the "converted returns" will not be filing ready, even though they may be so in UltraTax.
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