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tnkeim
Level 2
January 6, 2022
Question

How do I create new return without rolling forward prior year data

  • January 6, 2022
  • 1 reply
  • 0 views
Client got divorce.  90% of PY return info pertained to ex-spouse, so I don't want to roll forward the PY data.  ProConnect won't create return unless I check the box to bring fwd PY data.
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1 reply

George4Tacks
George4Tacks
Level 15
January 6, 2022

The box comes with a check mark in it.  You can click that box to remove the check mark.

 

Answers are easy. Questions are hard!
    T
    tnkeimAuthor
    Level 2
    January 7, 2022

    If I uncheck that box, the 2021 return won’t “create” in the system.  Some moron developer made checking the box mandatory if it is an existing client.  I was a developer for OneSource tax software, and this error would never have made it through Thomson-Reuters testing.

    George4Tacks
    George4Tacks
    Level 15
    January 8, 2022
    If I uncheck the box, it removes any link to prior year return and creates a nice fresh clean unclutter with prior year data return. I thought that was what you wanted.
    If you check the profile to roll forward, then it puts the check box it.
    I do not see any moron at work in the programming that I am observing.
    Answers are easy. Questions are hard!
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