Proseries Basic to pro

Forum|Forum|4 years ago
October 6, 2021
1 reply
19 views

I completed a federal tax return on the basic and now I have to do the state on Pro to access form 568.

Can I transfer the 1040 from basic to Pro? I did it this was to avoid paying the fee to file the 1040 with the hopes of using the Professional series to file form 568.

ProSeries Professional

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Just-Lisa-Now-

Intuit Community Champion

You can open the Basic file in Professional. Just uncheck the EF boxes for the 1040 and 540, an only check the EF box for the CA LLC....then Efile it on its own in Professional. You will be only charged to file/print the 568 return.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Camp1040

Level 10

If CA is one of your licensed states, be sure to check the LLC box on the 1040 Sch.C and your license should work in Pro for the selected state without an additional charge.

I use Basic. In the past TN was one of my licensed states and I would prepare the F&E tax return in Pro and my license was good to do so. I would file the Federal return with Basic and the F&E return with Professional.

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