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.

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