Transferring a file

[nancy2]

Hello!

I have a client I do some work for but have never done the personal return.  There are some other related returns I prepare but never the personal.  Relating to the personal return I have kept some asset records on a rental property for them.  I set them up on ProSeries for that purpose only.  There is no other data in the file I have already.   Recently the spouse who prepared the personal return has developed a health problem and I was asked to prepare the 2024 1040.  Much to my surprise they told me they have been using ProSeries.  I believe it is ProSeries Basic.  I have ProSeries Professional.  I was sent the data files via a USB drive.  A couple of questions if anyone can help with this...

1.)  I already have a file with that file name since it uses the partial name and partial SSN.  So I can't just open up the file they sent me.  I was thinking I could change the data file name I already have and then try to load the old file.  Will that work?  Do I need to also change the name in the program to make that work? 

2.)  I believe the 2023 data file they sent me is basic.  How do I confirm that? And then, is it going to convert automatically to my professional software version?  Seems like it would but just checking to see if anyone has done that.

Thanks so much!

[Just-Lisa-Now-]

what are the 3 letters after the period in the name of the file they gave you?

If its a PS 2023 file, you'd need PS 2023 to open it, then you could transfer the 2023 file to PS 2024.

[nancy2]

Not sure I understand that.  However, the 3 digits after the period is .23I  .  This is the file they sent me.  Would that be a Basic version or the Professional version?

[Just-Lisa-Now-]

You can open that in either program.  Do you have PS 2023 installed?  what happens when you double click on the file name to open it?

[nancy2]

Thank you Lisa.

Actually I did change the name of the former file I had and then converted the file they sent me into ProSeries 24.  I do have 23 but I didn't do anything with that.  It seems to have worked......  Fingers crossed.

If I continue to do the personal return in the future I will figure out how to combine the depreciation information I guess.  Probably will just have to re enter it, huh?

Appreciate your help.

[Just-Lisa-Now- · Accepted solution]

You cant combine files, so yes, you'll have to enter the depreciation.