Why can’t I copy information from previous years’ forms?
94 views | Last modified 4/11/2023 9:06:27 AM EST |

A couple of possible reasons you can’t copy form data from previous tax years are:

  • Previous tax year information can only be copied for forms 990-EZ, 990, and 990-PF. For any other forms, this feature is not supported.
  • If the previous year's tax form was not accepted by the IRS, then the information from the previous tax year cannot be copied to the current tax form.
  • The form information cannot be copied if the prior year's tax form was not filed via Tax990.
  • You cannot copy information from prior year returns completed using the Interview-based filing to Form-based filing.

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