Category: General Questions
Pulling Information from the Prior Year Return to the Current Year
Information from a prior year return can be applied to the current tax return when using the Classic and Premium editions of our program.
For the Web:
You must use the same account (username) as the year before for the transfer to work properly. Information will carry to the next year's return when using the Classic and Premium versions of the program. It does not carry to the free edition unless you then upgrade to one of the other two versions of our software.
When you log back in to the account used for your prior year return you will be prompted to "Start For Free". During the beginning of the entry of your information you will be given the opportunity to "Pull Prior Year Information Forward". There you will be able to transfer certain prior year information to your current return so that you will not have to re-enter it.
You can also access the "Pull Prior Year Data" information from within the program. Select the "Helpful Tools Section" on the right hand side of the screen and then click on the Pull Prior Year Data link.