michaelmars Posted December 30, 2010 Report Share Posted December 30, 2010 Anyone able to do this? the instructions say you can but i can't get it to work. do i have to reenter all the firm id and efile stuff again? Quote Link to comment Share on other sites More sharing options...
BulldogTom Posted December 30, 2010 Report Share Posted December 30, 2010 It worked fine for me. What you do is roll over one return and a dialog box will come up asking if you want to roll over the prior year information. There are 5 choices that you can click. I forget what they all are, but I am sure Preparer and billing rates come over. Tom Lodi, CA Quote Link to comment Share on other sites More sharing options...
Pacun Posted December 30, 2010 Report Share Posted December 30, 2010 I think the forms are not ready yet and that's why you don't roll over properly. Quote Link to comment Share on other sites More sharing options...
taxit Posted December 30, 2010 Report Share Posted December 30, 2010 Anyone able to do this? the instructions say you can but i can't get it to work. do i have to reenter all the firm id and efile stuff again? Look up knowledge base #15811 on My ATX. I had the same problem and this fixed it. I tried to copy & paste it on this reply , but it did not work. Quote Link to comment Share on other sites More sharing options...
michaelmars Posted December 30, 2010 Author Report Share Posted December 30, 2010 THANKS. After a reboot it worked, guess the program was doing something in the backround when I tried the first 3 times. Quote Link to comment Share on other sites More sharing options...
mcb39 Posted January 5, 2011 Report Share Posted January 5, 2011 Yes, it's been a long couple of days. I just installed and updated program on second computer. After I had entered all of the preparer info (again) because I could not find the way to roll it over; all I had to do was roll over one return (mine) and all the info was there. Now I have two preparers and they are both me. Quote Link to comment Share on other sites More sharing options...
Eli Posted January 5, 2011 Report Share Posted January 5, 2011 Yes, it's been a long couple of days. I just installed and updated program on second computer. After I had entered all of the preparer info (again) because I could not find the way to roll it over; all I had to do was roll over one return (mine) and all the info was there. Now I have two preparers and they are both me. Maybe things will get done twice as fast now, Marilyn :-) Quote Link to comment Share on other sites More sharing options...
mcb39 Posted January 6, 2011 Report Share Posted January 6, 2011 Maybe things will get done twice as fast now, Marilyn :-) Good friendly shot there, Eli. I was hoping that was going to be the case. Quote Link to comment Share on other sites More sharing options...
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