lancewgurel
Level 2
02-09-2025
10:39 AM
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Client filed 2023 return elsewhere. Now there are returning. Can I create a 2024 tax return importing 2022 data?
George4Tacks
Level 15
02-09-2025
11:02 AM
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Doing 2023 also gives you a chance to catch mistakes in the 2023 done by the "other" and offer an amended return to show how super you are.
Answers are easy. Questions are hard!
lancewgurel
Level 2
02-09-2025
11:17 AM
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Duh! I should have thought of that. Thanks
lancewgurel
Level 2
02-09-2025
11:18 AM
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Yes! requesting 2023 return from client now.
lancewgurel
Level 2
02-09-2025
11:34 AM
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I can see in PDF that the last time I filed a tax return for these taxpayers was 2020. I haven't used anything besides PTO. But when I look back at my PTO for 2020 and before, I cannot find this taxpayer at all. Not for any prior years that I can see copies I prepared and submitted. They seem to be gone.
Any idea what could have happened and where I can find them.
Thanks for the previous answers btw.