How Do You Upload Prior Year Tax Return on Healthcare.gov

This article will help you:

Transfer client files from the prior yr of ProSeries.
Transfer client files from the prior yr that are stored on a fill-in.

This article references default installation paths and uses YY to reference the revenue enhancement year in 20YY format. C: will e'er indicate the local drive and X: will ever bespeak the network drive.

Transferring client files from the prior year

To open the transfer window:

Open up ProSeries 2021.
From the File bill of fare, select Transfer, and so Transfer Clients.
On the transfer window in that location volition be 5 steps on the left side of the screen:

Step 1: Select the type of files to transfer:

In the dropdown menu, select the types of tax files you need to transfer. The default choice is the type of return you were on when yous opened the transfer carte du jour only yous can change this to any of the bachelor choices including All 2020 Tax Files to 2021 Tax Files, which will transfer all render types from the prior year.

Step 2: Transfer information files from:

In this step, you should automatically see the prior year's install directory if ProSeries is installed on this same estimator. If the data you are transferring is in a non-default location or you are transferring from a backup, click Scan to cull the location of your prior yr data files. Once this is right, you'll see the list of clients on the right side of the screen.

How to locate client files that aren't in the default location

After clicking Browse side by side to 2 - Transfer data files from, click Find Files.

In the Find Last Year's Files window, click Browse and change the directory to C:.
Mark the checkbox labeled Include sub-folders.

Click Notice Now to find files stored anywhere on that bulldoze computer.
All locations where client files of the specified type exist will be listed in theDirectories Found listing. Double-click the appropriate directory.
- Files will appear on the correct in the Transfer Clients screen.
Under four - Select clients, click the Transfer button to complete the transfer process.

Stride three: Transfer data files to:

In this stride, you should automatically see the current yr install directory. If you store your data in a non-default location, click Scan to choose the save location. It'southward recommended to use the default install location.

Footstep 4: Select clients:

Apply the Select All button if yous want to transfer all clients at one time, if you want to transfer specific clients hold downwards the CTRL central while y'all click on file names on the right side of the screen.

Pace five: Brainstorm transfer:

Click the Transfer button to begin your transfer.

Common troubleshooting

When the transfer is complete you'll see a transfer log that will let y'all know what customer files were successfully transferred, and if there was an error y'all'll see the error message.

Error: Unable to read the data on your support:

This can happen if you're transferring from a backup and the backup is Read Only.
Create a folder on the desktop.
Copy clients from the backup location to the folder on the desktop.
Repeat the transfer using the binder on the desktop instead of the backup media.

Error: File exists merely no overwrite allowed

This bulletin occurs when you are trying to transfer a customer file that has the aforementioned file name equally a file that already exists in ProSeries. If this message results for a client that should exist already in the HomeBase, but doesn't show, run Database Maintenance:

Starting in tax year 2020 the Database Maintenance tool has been replaced with a new and improved HomeBase Maintenance tool. For details on the change, see here .

To run HomeBase Maintenance in ProSeries 2020:

Go to HomeBase and change your Homebase View to the main view impacted such as the Form 1040: Individual.
- HomeBase Maintenance is not available on special views such every bit the All Tax Return view, EF Eye, or Pay-by-Refund
From the HomeBase menu, select HomeBase Maintenance.
Allow it run! HomeBase Maintenance volition fix any issues it encounters automatically.

To run DataBase Maintenance in tax year 2019 and prior:

Become to HomeBase and alter your Homebase View to the chief view impacted such as the Form 1040: Private.
- HomeBase Maintenance is not available on special views such equally the All Taxation Render view, EF Eye, or Pay-by-Refund
From the HomeBase menu, select Database Maintenance.
Verify the correct folder is selected for your client files, and then click OK.
If in that location are inconsistencies between your Homebase database and customer information files are found, the HomeBase Reconciliation dialog box will appear.
- Click Bear witness Details to view a list of files in each category.
- Click Gear up It to synchronize your client files and HomeBase.
- Click Help for more information most the HomeBase Reconciliation dialog box.
Click Recheck to ensure that you have stock-still whatever inconsistencies.
Click Close.
To perform maintenance on a dissimilar view, such equally 1120 or 1065, select the view and repeat the to a higher place steps.

If yous wish to transfer and overwrite the existing client file yous tin can alter the program settings to allow this. Once a client file is overwritten, the information existing earlier the transfer can't be recovered.

From theHomeBase card, chooseTools thenOptions.
Cull Transfer from the left side of the screen.
Check the box that says Overwrite Existing Customer Files.
Click the OK button.
Transfer the client again.

How do I transfer a client from ProSeries Bones to ProSeries Professional (or vice versa) from twelvemonth to year?

This article covers transferring prior-year files to the current twelvemonth. If you need to transfer current-year files to another electric current-year program, refer to this article for instructions instead.

Follow these steps to transfer ProSeries Professional clients to ProSeries Basic:

Open ProSeries Bones.
From the File menu, selectTransfer and chooseTransfer Clients.
For 2 - Transfer data files from... , click onBrowse.
Locate and open for the ProWinYY folder.
Highlight theYYdata folder, so clickOK.
Wait for your clients to appear in the white area of the screen.
ClickSelect allfor four - Select clients .
Click Transfer for five - Begin transfer.

Your clients will now announced on the HomeBase of ProSeries Basic.

Follow these steps to transfer ProSeries Basic to ProSeries Professional clients:

Open up ProSeries Professional.
From the File bill of fare, selectTransfer and chooseTransfer Clients.
For 2 - Transfer data files from..., click onBrowse.
Locate and open for the BasWinYY folder.
Highlight theYYdata folder, and so clickOK.
Await for your clients to appear in the white surface area of the screen.
ClickSelect allfor 4 - Select clients.
Click Transfer for 5 - Begin transfer.

Your clients will now appear on the HomeBase of ProSeries Professional.