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Screen Memo - Carryforward Memos (990)
Client Memos
General Information
Enter descriptive information that is useful to have when preparing the client’s return. For example, you could enter directions to the client’s home or office.
Record of stock purchases
Record the details of stock purchases to assist in the preparation of Schedule D data entry at the time of their sale.
Additional carryover information
Enter descriptive information that is useful to have when preparing the client’s return. For example, you could enter any open items for the return or questions to ask the company.