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- Will transferring prior year info (2020) again remove all info entered for 2021? (Exempt Org 990-T )
Will transferring prior year info (2020) again remove all info entered for 2021? (Exempt Org 990-T )
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Steve E
Level 2
10-06-2022
09:05 PM
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I am preparing several years of late Form 990-Ts for client. I started with the earliest year and rolled forward (transferred) proforma info to the next year as the returns were completed. Now I have received new information for one of the interim years but when I make the change I will need to roll forward (transfer) the proforma info to the next year (which is 99% complete) because if affects a carryforward.
Will transferring the 2020 proforma to 2021 again delete all the 2021 information that has already been entered?
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1 Comment 1
sjrcpa
Level 15
10-06-2022
09:15 PM
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"Will transferring the 2020 proforma to 2021 again delete all the 2021 information that has already been entered?"
Yes.
The more I know the more I don’t know.
