New carryforwards

The message "New carryforwards" appears automatically when you try to access the data entry screen of a client whose processing status indicates Review required. This status takes place, for example, after a previous year's tax return has been recalculated.

Those new carryforwards may have been generated by the recalculation but they were not written directly into the current year's file because the status was other than No data this year. In order for DT Max to automatically write carryforward data into the current year, the processing status must be No data this year.

If you wish to review those new carryforwards, select Yes to have them displayed on the right-hand side. After review, if you wish to copy them into the current year's data, use the Windows marking conventions and select Copy to left-hand side from the Edit menu or from the menu prompted by right-clicking in the data entry screen.

If you do not wish to review these new carryforwards, simply select No.

Remember that in the DT Max T1 program, all family members may have to be verified individually to prevent the error message indicating that "There are errors in the input data...".