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Pro Online New Feature: Carryforward from 2018 to 2020

12 Feb 21
Kim Manuel
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This feature was created due to the impact that COVID 19 had on the sites last year.  The carryforward feature will now look for the traditional prior year and global carry forward from 2020 to 2019 and if not found, it will look to see if the return was created at that site in 2018.  If the return exists for 2018, it will carryforward demographic and some other basic information like W-2 and dependent information.  It will not carry forward any item that requires a calculation like accumulated depreciation.

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