Can I pre-fill all the current tax forms using the previous year's information?
189 views |
Last modified 12/26/2023 6:52:37 AM EST |
Users can copy form information from the previous tax year to the current tax year return for the below forms:
- Form 990-EZ
- Form 990
- Form 990-PF
Copy return functionality works only for the below scenarios.
- Form-Based Filing to Form-Based Filing
- Interview-Based Filing to Form-Based Filing
- Interview-Based Filing to Interview-Based Filing
You cannot copy information from prior year returns completed using the Interview-based filing option onto returns using the Form based filing option.