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- How to transfer prior year supporting statement
How to transfer prior year supporting statement
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fred7777
Level 2
02-14-2022
07:51 AM
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Why didn't my 2020 Supporting Statements transfer to 2021?
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2 Comments 2
jeffmcpa2010
Level 11
02-14-2022
07:55 AM
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I don't believe that "preparer created" supporting statements have ever transferred. I have always had to page through the prior year return to ascertain whether there are any statements I wish to have included with the return, and re-enter them.
On a side note, if you want the statement to transmit with the return use the "Preparer Notes", supposedly they transmit, while regular notes attached to various line items do not.
f6 > PN to bring up the preparer notes page.
dkh
Level 15
02-14-2022
10:08 AM
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I have supporting statements that transferred from 2020 to 2021
See if you have this box checked Tools>Options>Transfers - Include reminder notes and narratives
I'm not positive but I think that has to be checked to transfer supporting statements
