Peter MacDonald

PRELOAD 2016 DATA INTO 2017 FILE

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When i create a new 2017 file, the software does not pre-load my data from 2016. I have rental property info, capital gains carry-forwards, self-employed business data, etc that I would expect to pre-loaded. Do I need to manually re-enter all of this data ?

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Hello Peter,

ONLINE the information will be reported automatically once you create 2017, if it is not the case, please follow these steps:

1- Delete the new file for 2017

2- Lunch to 2016

3- Save the return in PDF

4- Save and close 2016

5- Create 2017

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I have the same problem, but the noted solution did not solve the problem (Request# UF509861).

Solution:  Be sure you click on "Interview" even if you don't see the option to carry forward from 2016!

Edited by paulrg
Problem solved via phone consult

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