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LizPS
Level 4
April 18, 2026
Question

Is there a go-around to copy files back a year?

  • April 18, 2026
  • 2 replies
  • 0 views

I took on a new client's 1040 and multiple Sch C's in 2025.  After filing he realized that he never filed 2024.  Is there any way I can "transfer", "copy", "import" all that 2025 data to 2024 Proseries Basic to go back and file his prior year?

2 replies

IRonMaN
IRonMaN
Level 15
April 18, 2026

Nope.  The ProSeries transmission has ten forward gears but no reverse.

Slava Ukraini!
    sjrcpa
    sjrcpa
    Level 15
    April 20, 2026

    @LizPS It's not your SOP to ask for a copy of prior year's return for a new client?

    The more I know the more I don’t know.
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