ATX14 -> ATX15

[ILLMAS]

How do I do the following:

1.  Preparers/ERO info to flow into 2015?

2.  Prior year W-2 information (pull down list currently blank)?

Thanks

 

MAS

[TAXMAN]

In my case I rolled over 1 return with all payers, w-2, ero etc attached. Then opened that return and everything was there. I may have to reattach the ero info but very seldom. Also check your preferences in the rollover manage. Just my take.

[Margaret CPA in OH]

Check your Options/Preferences and review all the check boxes to select everything that you mentioned.   Go through each list on the left to select your choices.  Once you've done that, all should be there.

[Abby Normal]

Preparer Info is not currently rolling over and neither is it filling in based on current year preferences. Hopefully this will be fixed soon.

[Margaret CPA in OH]

Hmmm, I just rolled over a return and preparer info was there as was payer list.  I guess our mileage is varying!

[RitaB]

I am also missing the payer list and spent a lot of time yesterday trying to make sure it wasn't just me before I posted.  I come on here and I love you guys. 

[Jack from Ohio]

In the rollover manager, under the rollover tab, choose each item you wish to rollover.  Then, on the first return you rollover, check all the boxes in the small dialogue box will pop up.

[ILLMAS]

5 minutes ago, Jack from Ohio said:

In the rollover manager, under the rollover tab, choose each item you wish to rollover.  Then, on the first return you rollover, check all the boxes in the small dialogue box will pop up.

 

Thanks that worked!!!

[RitaB]

Thanks, Jack!