State Data Grid: Loss Carry Forward, Import Prior Year Data

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Loss carry forward data does not rollover from the Prior Year. The client can import the prior year data into the current year.

Import from the Prior Year:

1. Navigate to your Prior Year data grid
2. Scroll down to Loss Carry Forward
3. Click on the Green Modal
4. Click on the Export Items button
5. Navigate to your Current Year data grid
6. Scroll down to Loss Carry Forward
7. Click on the Green Modal
8. Click on the Import Items button
9. Import the file from your local machine
10. Click Done once the data imports
11. Click the "Save" button in the Tools Bar

Export Prior Year Data:

Import to the Current Year:

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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