Rolling over return

[cientax]

Is anyone having this problem? I rolled over 2006 return into 2007 which has 1040, Sch-C, 4562, Asset entry, and other forms. After it rolls over, all disappear except 1040, W-2 and Efile info sheet. The dependents are also missing. They have four dependent children under 17, all are gone. They never had W-2 only Sch-C with related forms. Is this an update issue? Does anyone know?

[jmallard]

cientax,

Don't know if this could be the answer or not - check the Preferences in Rollover Manager. Make sure you check everything that you want rolled over.

I would then deleted the return that you rolled over and roll it over again and see if you get the missing forms.

You should update your program on a regular basis, I update every morning.

Hope this helped.

Jerry

[cientax]

cientax,

Don't know if this could be the answer or not - check the Preferences in Rollover Manager. Make sure you check everything that you want rolled over.

I would then deleted the return that you rolled over and roll it over again and see if you get the missing forms.

You should update your program on a regular basis, I update every morning.

Hope this helped.

Jerry

I deleted return then updated and rolled over again and still not rolling over all forms and dependents. I'm on the line (on hold of course) with tech (not) support.

[jmallard]

Sorry my suggestion didn't work

Good Luck with that Tech Support thing

Jerry

[kcjenkins]

I hope you got the problem fixed. I have not had a single problem this year, with rolling over returns. But last year when I did have some problems, I found that going into the prior year program, and opening then saving the return, before I rolled it over, usually made it work right. I think the problem I had then was mostly with early returns, which had older forms and had not been updated because they were completed before the forms were changed. Once I realized the problem, I made sure I had a pdf of the return as filed, then updated the return before rolling it over.

[Randall]

The only thing I've had not roll over is the client letter. It rolled over earlier in the season, but a few weeks ago, stopped rolling over. It wasn't that much to just add it and then combine the Fed and state so I didn't persue it.

[diligentbiz]

I had trouble with a roll-over today. Rolled over all the forms, but not the client data! Read my post "Vanishing 1040" for more intrique. Can't keep a good tax preparer down...and the attempts this year are unacceptable.