Solved: Can you replicate years in the planner (e.g. if you have 2018 set up & want to replicate it to 2019, can you do that or does everything have to be retyped in 2019)?

mleesley · ‎12-07-2019

I'm using 2018 Lacerte Tax Planner and imported from 2018 tax forms. I'm looking to see if there is a way to copy the information (WITHIN the same plan for comparison) to 2019 and then change the 1-2 items of income that will be different, but leave everything else the same. Hoping to avoid having to drill down and retype everything to replicate 2018.

Kathi_at_Intuit · ‎12-07-2019

Welcome to the community and thank you for posting your first question. You would be able to copy the amounts from a 2018 case to a 2019 case by going to the Edit menu, click Copy Column and go from there.

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Kathi_at_Intuit · ‎12-07-2019

Welcome to the community and thank you for posting your first question. You would be able to copy the amounts from a 2018 case to a 2019 case by going to the Edit menu, click Copy Column and go from there.

Can you replicate years in the planner (e.g. if you have 2018 set up & want to replicate it to 2019, can you do that or does everything have to be retyped in 2019)?

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Can you replicate years in the planner (e.g. if you have 2018 set up &amp; want to replicate it to 2019, can you do that or does everything have to be retyped in 2019)?

©1997-2024 Intuit, Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.

Can you replicate years in the planner (e.g. if you have 2018 set up & want to replicate it to 2019, can you do that or does everything have to be retyped in 2019)?