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FORM DUPLICATION

GA TAX
Level 2

Hi Team,

I wanted to find out if form duplication/ replication is allowed in Proseries tax.

Lets say, you have individuals with a lot of IRA/Annuities etc from a single payer but different documents. Can we enter information in one and then make copies with the same details and just change numbers?

 

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1 Best Answer

Accepted Solutions
Jim-from-Ohio
Level 11

I know when you go to the second 1099 by adding a new one and enter the EIN the address populates

View solution in original post

4 Comments 4
Jim-from-Ohio
Level 11

I know when you go to the second 1099 by adding a new one and enter the EIN the address populates

IRonMaN
Level 15

The standard route sure sounds a lot easier than trying to copy and change numbers.


Slava Ukraini!
GA TAX
Level 2

Trying to save a few clicks.

lol

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Just-Lisa-Now-
Level 15
Level 15

If theyve got a dozen little piddly 1099Rs for RMDs from a bunch of small accounts with the same bank, I add them up and enter as a single 1099R.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪