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Do we have the ability to get a 2 year comparison in the return if it didnt convert? Can we just override the 2018 numbers to get it to work?

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Level 2
 
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Employee
Employee

Yes. You can use screen 48 Prior Year Summary (1040) to enter the data from the prior year. This way you'll get a Tax Summary worksheet with two years and a column showing the difference. The prior year summary screen is available in all programs.

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Employee
Employee

Yes. You can use screen 48 Prior Year Summary (1040) to enter the data from the prior year. This way you'll get a Tax Summary worksheet with two years and a column showing the difference. The prior year summary screen is available in all programs.

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Level 2

Thank you!!

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Employee
Employee

Sure thing. Of course if you did roll over a prior year return this screen would automatically be filled. 

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Level 2

Yes I see that.  However we converted from Ultra Tax and they didn’t bring over the 2018 information. Didn’t expect that!

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Level 1

The PY info (in screen 48) is transferred from last year so the info is already populated.  But the Tax Summary worksheet only includes the CY info.  How do I get the Tax Summary worksheet to show the 2 year comparison?  Thanks!

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Level 15
  1. Screen 48 per above. You need to enter it.Nevermind.

ex-AllStar
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