C4U
Level 3

I had some trouble with various carryovers being incorrect.  It is important to know your clients and their ongoings.  So good catch!   I went to the carryover screen/worksheet.  For some items this was a deeper dive then the simple carryover listed in our menu.  I used the looking glass icon to keep getting to "source".  Hope this helps.  

Now I have another issue - that K-1 update mid-season is ridiculous - codes are all screwed up - the follow through to the tax return is screwed up - I keep updating hoping it fixes but no luck yet.  And it will not accept overrides I tried that and got an error.  Return passed review but rejected e-file. I am about ready to have client mail it in.  

This year has been the worst software version I've ever dealt with!  And seems to be agreed in this community!

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