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I have a client who sold their interest in a partnership in 2021. Client has not yet received a copy of the Partnership 1065, K-1, or Form 8308, but I need to e...
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Print the organizer to a PDF. The default file name for a 21 organizer where the 2020 data was transferred is "2020 Smith John.21o"
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Your solution is a good one too. But if ProSeries does not change the file name (or if you do not change it) and you print a 2021 organizer, the file name is "2...
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I just tried something that looks like it works. Renamed all of the "2020 files" in Windows to "2021 <taxpayer name>. Opened Home Base in ProSeries and deleted ...
