ILLMAS Posted January 19, 2016 Report Share Posted January 19, 2016 How do I do the following: 1. Preparers/ERO info to flow into 2015? 2. Prior year W-2 information (pull down list currently blank)? Thanks MAS Quote Link to comment Share on other sites More sharing options...
TAXMAN Posted January 19, 2016 Report Share Posted January 19, 2016 In my case I rolled over 1 return with all payers, w-2, ero etc attached. Then opened that return and everything was there. I may have to reattach the ero info but very seldom. Also check your preferences in the rollover manage. Just my take. 1 Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted January 19, 2016 Report Share Posted January 19, 2016 Check your Options/Preferences and review all the check boxes to select everything that you mentioned. Go through each list on the left to select your choices. Once you've done that, all should be there. Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted January 19, 2016 Report Share Posted January 19, 2016 Preparer Info is not currently rolling over and neither is it filling in based on current year preferences. Hopefully this will be fixed soon. Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted January 19, 2016 Report Share Posted January 19, 2016 Hmmm, I just rolled over a return and preparer info was there as was payer list. I guess our mileage is varying! 1 Quote Link to comment Share on other sites More sharing options...
RitaB Posted January 19, 2016 Report Share Posted January 19, 2016 I am also missing the payer list and spent a lot of time yesterday trying to make sure it wasn't just me before I posted. I come on here and I love you guys. Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted January 19, 2016 Report Share Posted January 19, 2016 In the rollover manager, under the rollover tab, choose each item you wish to rollover. Then, on the first return you rollover, check all the boxes in the small dialogue box will pop up. 3 Quote Link to comment Share on other sites More sharing options...
ILLMAS Posted January 19, 2016 Author Report Share Posted January 19, 2016 5 minutes ago, Jack from Ohio said: In the rollover manager, under the rollover tab, choose each item you wish to rollover. Then, on the first return you rollover, check all the boxes in the small dialogue box will pop up. Thanks that worked!!! 1 Quote Link to comment Share on other sites More sharing options...
RitaB Posted January 19, 2016 Report Share Posted January 19, 2016 Thanks, Jack! Quote Link to comment Share on other sites More sharing options...
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