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Print this pageForward this document  Carryforwards from previous years

A carryforward amount calculated by the program appears with a caret symbol (^) to the right of the value, thus letting you know that this amount was not entered manually. If you edit a carryforward, the caret is dropped, indicating that the value was entered manually rather than calculated automatically.

If you enter a client's tax information for this year and launch the calculations, you have used the carryforward information that was available at the time.

If, afterwards, you enter information for the same client in the previous year and recalculate, the newly calculated carryforwards will not be written into the active data for this client. Instead, they will be made available for display and comparison in a separate area on the right-hand side of the screen. They will not overwrite the active carryforwards because the latter have been used in preparing a tax return. A message will appear to remind you that the calculated carryforwards may have changed, and DT Max will offer to display the new carryforwards on the right-hand side. You may then compare and make the changes you deem appropriate.

The carryforward amounts appearing on the right-hand side can be marked (by pressing the [^] key, usually above the number 6 on the keyboard) and copied into the client's current year data.

April 28, 1999