ptax255
Level 5

Hello,

 

Is this available in Basic? The indicators are available, but what are they used for in Basic?

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Just-Lisa-Now-
Level 15
Level 15
If you don't see it in the list of Forms, its not included (I feel like its been complained about before).
They probably have the indicators so you can actually split the file into 2 MFS returns....Does the File menu when youre in a client file show Split MFJ to MFS?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TaxGuyBill
Level 15

No, Basic doesn't have that and also can not split returns.

However, you CAN open the file in Professional to do either of those, then just go back to Basic when you are done.

ptax255
Level 5

That would be great. But how do you transfer 2021 files from Basic to 2021 Professional. I only see the option to transfer 2020 Basic to 2021 Professional?

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TaxGuyBill
Level 15

You don't need to transfer it, just open it.

Click "open", navigate to the Data folder of BasWin21, and open the file you want.

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ptax255
Level 5

Thank you, very helpful. Last question, is the worksheet available for CA state? I can't seem to find it.

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