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Different address for my son


itty

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I am specifically trying to delete the dependant, aka my son, from my family account, because he moved away from home several months ago, and have him open a u-file account of his own, without having to lose all the data he entered in previous years, while he was a full member of my family account.

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Hello RobTaxForum,

There is no way to transfer the data, you must manually enter the carryforward data.  As for prior year's data, you can leave it in the account for prior year files.

Carryforward report from prior year :

image.png

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