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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. Lacerte | ProConnect | ProSeries
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. Lacerte | ProConnect | ProSeries
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- Re: Last years tax report
Last years tax report
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ThomasAmick
Level 1
02-18-2022
04:45 PM
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How do I upload a 2020 tax report into Intuit from a tax preparer to a new tax preparer
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3 Comments 3
sjrcpa
Level 15
02-18-2022
05:03 PM
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What format is the 2020 tax report?
What do you mean by upload to a new preparer?
Or, if I'm mind reading correctly:
You have a pdf copy of a 2020 return and want to have it magically pro forma to 2021 tax software.
Not gonna happen.
The more I know, the more I don't know.
qbteachmt
Level 15
02-18-2022
05:06 PM
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Is "into Intuit" describing that you are a user of Intuit Link and your preparer asked you to load documents for them to retrieve?
Because "into Intuit" is like stating "into General Electric." It's the company, not the products.
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The-Tax-Lady
Level 9
02-18-2022
05:15 PM
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You probably will have to enter the 2020 return manually.
