UGH! I got this far into the season before realizing the information didn't carryover. I'm VERY lucky I didn't have as many clients to opt for the 3-year spread on the option. However, I did have to create a handful of amendments and now explain to the clients why they owe taxes back. This made NO sense to me as to why returns created in ProSeries in one year doesn't carryover information to the subsequent years. I've learned a valuable lesson (the hard way) about not relying on the software.  Even when I ran the query that now exists in the 2020 version to find the returns with the 3-year spread, it didn't find them all.