Rolling over to a PRS return

[Crank]

I've used up my 3 states in the 1040 package and I have a return to rollover that needs 2 additional states. I have some PRS returns left but I'm unsure how to use a PRS return when doing a rollover. Any thoughts?

[Kea]

When you rollover, it will ask you if you want to use one of your PRS, rollover without any non-available states or cancel. Cancel will actually stop the whole rollover (kind of annoying).

So if you need both states that are already in the return just click to use the PRS.

Hope that helps.

[Crank]

It never asked before if I wanted to use a PRS return. Also, the conversion from Taxwise didn't include any states so I don't think It would recognize that the additional states are needed. Maybe it will prompt for PRS when I attempt to add additional states.

Thanks Kea

[Kea]

Yes, it will.

I'm going to be doing that today or tomorrow. I've used up my 3 states & this return has 1 I haven't used before.