Can you transfer 2017 clients after you complete 2018 returns?

[rlord]

I completed a 2018 return. A co-worker just gave me the old file (2017) and I would like to add the tax history. Can you add the history and old file to the current file without manually entering it? Or getting duplicate files?

[abctax55 · Accepted solution]

You can add it manually....if you transfer that 2017 file, it'll overwrite what you've done in 2018.

At least in Lacerte, and I'm pretty sure PS works the same way.

[Just-Lisa-Now-]

Works the same way over here too!

[Just-Lisa-Now-]

If you did transfer the 2017 into 2018 you would overwrite the 2018 file you already created.