Set up a short year return

Indicate a short tax year and enter the fiscal dates in the return's basic information section.
Follow these steps to set up a short year return.
  1. Select
    Organizer
    ,
    General information
    , then
    Basic Return Information
    .
  2. Select the
    Return Information
    tab, and then go to the Dates section.
  3. Mark the
    Short year return
    checkbox.
  4. Enter the beginning and ending fiscal year dates. Make sure that other dates in the return are correct for the short-year return. For example, sales of capital assets should have the correct year for the date sold.
  5. Optional: Select an option in the
    Short year period indicator
    dropdown.

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