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Custom Report

Level 1

A client whom we prepare several fiduciary tax returns for each year would like a custom report of all the loss carryover for each return. Can that be created in ProSeries.

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2 Replies 2
Level 15

@Just-Lisa-Now- is our resident Champ and should be able to answer this. 

Level 15
Level 15

There's a Capital Carryover Loss Worksheet that shows the short and long terms losses on the 1041 return, but I'm not familiar with any custom reports in ProSeries.

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