FORM DUPLICATION

[GA TAX]

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?

[Jim-from-Ohio · Accepted solution]

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

[IRonMaN]

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

[GA TAX]

Trying to save a few clicks.

lol

[Just-Lisa-Now-]

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.