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I have all 2018 info in 2019 proformas. How do I print them?

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Level 15

Are you sure you're using PTO?  The first release of TY2019 will only be out on about Nov 15/16.  Also, unless there is a major shift in Intuit's plan for Link, conventional proforma organizers are not available in PTO, so there's nothing to print.  Proforma data only serves to:

  • Rollover basic data from a PY return to a CY return; and
  • Reduce the number of (but not customize) questions in both the Questionnaire and Document Checklist sections of Link.

If you use a tax product other than Link, please come back to clarify so that someone may be able to point you in the right direction.

Still an AllStar
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