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Form 5471 data from 2019 did not transfer to 2020 in Proseries Form 1040 module. Is there a way to transfer the data without having to re-input everything

Level 1

My Form 5471 data from 2019 Form 1040 did not transfer to the 2020 individual tax return file.

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3 Comments 3
Level 15
Level 15
Delete the file and retransfer would be the only way....and whether it would transfer the second time around, you won't know until you try.

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Level 7

Significant form revisions from prior year - I suspect....

ExPat Vet CPA
Level 1

Had nothing to do with changes... after an hour on smart view screen share and research by the ProSeries team... there's a 'glitch' in the software that only the front page rolls up.  Can either re-enter the data on all the subsequent forms or try to import pdf copies from the year before and change those.

Not what Pro Series should be about.

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