I guess I want my cake and eat it, too.

I want the summary of previous gifts showing up in Schedule B.  And I want the transfer of previous *donees*.  So for that, I want/need the pro-forma.

But I don't want all of the previous years *gifts* showing again on the entry screens.  It's confusing to see all of them re-appearing, even though they're from the previous year.

So yeah, I need to pro-forma.  But it seems to come with extra baggage