TaxSlayer Carryforward

TaxSlayer continues to allow Normal carryforward of taxpayer data from a prior year return. This applies to returns prepared at the same site the prior year. For 2018, Tax-Aide will pilot an Extended carryforward that allows data carryforward from any tax year 2016 return prepared at any still active Tax-Aide site. Counselors will also be required to ask taxpayers in 2018 for their consent (or not) for Global carryforward of their tax year 2017 return data to any VITA/TCE site in filing season 2019. There are no options to segment this by state or district or Tax-Aide versus other VITA/TCE sites or partners. Also, the Extended carryforward is for one-year (filing season 2018) only.