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How to update tax return from 2019 to 2020?

dorisvigliotti
Level 1
 
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MCWinters
Level 3

If you are asking for how to roll a 2019 Tax Return forward to the 2020 package, then under the File menu, choose Transfer and choose Transfer Clients.  That will give you a list of all of the clients from 2019 that you have available.  Highlight the ones needed and click Transfer.  

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