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MIK CPA
Level 1
Apr 17, 2023 5:43 PM UTC
Question

Transfer client from Basic to Pro

I filed an extension in Basic and now want to move the Client to Pro - can it be done and have the extension acknowledged?

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1 reply

TaxGuyBill
Apr 17, 2023 10:08 PM UTC

I don't remember if Professional will 'see' the extension or not, but if the IRS has already acknowledged it, that is really all you need to be concerned about.

 

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