Welcome and thanks for choosing Ultimate Tax. In this video, we're going to demonstrate how to carry forward information from Ultimate Tax 2011 to Ultimate Tax 2012. First, open your Ultimate Tax 2012 software. Once this is open, sign in as an admin. When you are signed in, go to "Tools" at the top of your screen and then navigate down to "Carry Forward". Here, you will have three options. The first option is "Prior Year Data". This includes returns from your prior year, including business and individual returns. The second option is "Employer Database". This contains EIN and address information for W-2s. The third option is "Users and Groups". This contains information for creative users from the previous year's tax offer. For this demonstration, we will use "Prior Year Data". Choose either to carry forward the returns or the tax defaults from 2011. Once you've selected that, choose the options you want and click "OK". Next, choose the user you would like to carry forward from the returns. For this demonstration, we will use "Guest". From here, you can select specific returns or click "All Clients" at the bottom of the screen to carry forward all returns from 2011. Once you've made your selection, let the service run the carry forward process. Try not to click anything during this process. Afterward, it will close, and this may take anywhere between 1 and 45 minutes depending on the speed of your computer and how many returns you had the prior year. To view these clients, go to "Reports" at the top of your screen, then navigate down to "Non-Returning Clients" and over to "Client Log". Apply your filter and click "OK". This will show all clients brought forward from your prior year program. Thank you for watching.
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1045 for amt Form: What You Should Know
Form 1045: Application for Tentative Refund If you have filed Form 1045, IRS May 1, 2023 — The IRS released guidance about a number of issues associated with Form 1045 including an IRS notice about a potential increase in penalties May 1, 2023 — The IRS has released guidance regarding the IRS NOT to Carry Back (Form 1045) claim for a refund.
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