Short-year rollover

  1. Open the original return, and perform a full recompute by selecting
    File
    ,
    Full Recompute
    .
  2. Perform a short-year rollover by selecting
    Returns Processing
    ,
    Preseason Processing
    , and then
    Preseason in Your Office
    .
  3. Select
    Short Year Rollover
    , and then
    Select Returns
    .
  4. Select the return type (1065 or 1120), and then
    Continue
    .
  5. Select the return to rollover and
    Continue
    .
  6. Make note of the batch number, and then select
    Close
    .

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