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Posted

I have always had my preparer info rollover with returns. now it doesn't and I have tried to check and uncheck preference but can't seem to get it to rollover with the return. Am I just missing the preference to do that or was that changed for this year.

thanks

Posted

I just rolled over my first return today. The preparer info rolled over but not into the return.

Then I went into preparer preferences and selected the preparer info to be applied.

Then the preparer info rolled over with all the rest of returns the I rolled over today (about 15 returns).

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