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ktexas
Level 1
March 15, 2022
Question

Taking over My Returns in ProSeries Again

  • March 15, 2022
  • 1 reply
  • 5 views

I prepared returns until 2018 using ProSeries. In 2019 & 2020, I paid a preparer to file these returns. What is the easiest (or best) way for me to start filing them again in ProSeries beginning with 2021?  I have all years of ProSeries. Thank you!

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1 reply

Jim-from-Ohio
Jim-from-OhioIntuit Community Champion
Intuit Community Champion
March 15, 2022

you can re-create 2020 in PS, then rollover to 2021, which would capture any carryovers.  you can also just start fresh in 2021 but carryovers would be there of course, but you may not have any carryover issues. 

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