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I prepared a 2022 estate return. The estate has closed and I need to file the final 2023. How do I save the 2022 to do 2023?

Michele6153
Level 1
I am filing the 1041 returns.
0 Cheers
3 Comments 3
IRonMaN
Level 15

Make a copy of the client file


Slava Ukraini!
Just-Lisa-Now-
Level 15
Level 15

You want to use the 2022 program to prepare the final 2023 and paper file it? 

You can use SAVE AS and make a copy of that 2022 return, then edit the figures with the 2023 amounts, then when you print it, you'll need to write in the correct year at the top of the forms.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Accountant-Man
Level 13

Then you cannot e-file it. Just paper file it.

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