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Level 1
April 17, 2023
Question

Transfer client from Basic to Pro

  • April 17, 2023
  • 1 reply
  • 1 view

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

Level 15
April 17, 2023

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.