FORM DUPLICATION

Forum|Forum|1 year ago
October 3, 2024
2 replies
11 views

Hi Team,

I wanted to find out if form duplication/ replication is allowed in Proseries tax.

Lets say, you have individuals with a lot of IRA/Annuities etc from a single payer but different documents. Can we enter information in one and then make copies with the same details and just change numbers?

ProSeries Professional

This topic has been closed for replies.

Best answer by Jim-from-Ohio

I know when you go to the second 1099 by adding a new one and enter the EIN the address populates

Jim-from-Ohio

Answer

Intuit Community Champion

I know when you go to the second 1099 by adding a new one and enter the EIN the address populates

IRonMaN

Level 15

The standard route sure sounds a lot easier than trying to copy and change numbers.

Slava Ukraini!

G

GA TAXAuthor

Level 3

Trying to save a few clicks.

lol

Just-Lisa-Now-

Intuit Community Champion

If theyve got a dozen little piddly 1099Rs for RMDs from a bunch of small accounts with the same bank, I add them up and enter as a single 1099R.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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