Carryforward of an IP PIN Warning if IP PIN Existed on Prior Year Return

• Presented as an e-file warning if present on prior year but not current year

Carryforward of Applied Federal Refund from Previous Year

• Applicable Federal value will automatically carry to Payments & Estimates menu > Federal Estimated Payments

Carryforward of Simplified Method Worksheet items

• Current values included are plan cost at annuity start date, starting date of annuity, age of recipient at start date and amounts previously recovered

Carryforward of Form FEC (Foreign Earned Compensation) data

Carryforward of Education Credits

• This includes the educational institution details

Carryforward of Taxpayer Notes

• This includes the title and details of notes added to a return from the prior year

Carryforward of Form 1099-Misc payer data

Carryforward of the Unallowed Loss from Schedule E

Taxpayer (spouse if MFJ) name, filing status, taxpayer identification number (SSN/ITIN), date of birth, phone number, and email address

Carryforward of dependents

Carryforward of W-2/W-2PR employers

Carryforward of 1099-R/RRB-1099-R payers including state and state ID’s

Carryforward of Schedule D

• Specifically the carryforward of capital loss and depreciation worksheet

Carryforward of Schedule C, including Form 8829 if present

• Specifically business name, business code and description

Carryforward of Schedule E

• Specifically rental information and Schedule K-1 payer information

Carryforward of Child Care providers and associated dependents

Carryforward of Schedule B financial institution info for Forms 1099-INT/DIV

Carryforward of State and Local Refunds if itemized in the prior year

Carryforward of F5405 Repayment

• Presented as an e-file warning if repayment present on prior year but not current year

Carryforward of Form 1095-A Warning if 1095-A Existed on Prior Year Return

• Presented as an e-file warning if F1095-A was present on prior year but not current year

Carryforward Available Business Credits from prior year

• Presented as a pop up when Form 3800 is loaded in the return

Carryforward of Form 5695

• Specifically any carryforward credit from the prior year to the current year

Carryforward of Form 1099-NEC payer data

Carryforward of Form 8606 – Nondeductible IRA’s (Note:  Not working Issue 2750)

• Specifically the total basis in Traditional IRA’s from prior years