Can you replicate years in the planner (e.g. if you have 2018 set up & want to replicate it to 2019, can you do that or does everything have to be retyped in 2019)?

mleesley · ‎12-07-2019

I'm using 2018 Lacerte Tax Planner and imported from 2018 tax forms. I'm looking to see if there is a way to copy the information (WITHIN the same plan for comparison) to 2019 and then change the 1-2 items of income that will be different, but leave everything else the same. Hoping to avoid having to drill down and retype everything to replicate 2018.

Kathi_at_Intuit · ‎12-07-2019

Welcome to the community and thank you for posting your first question. You would be able to copy the amounts from a 2018 case to a 2019 case by going to the Edit menu, click Copy Column and go from there.

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