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After you file
I've got a very similar issue. So far my research indicates you only get one chance to transfer prior year data to a subsequent tax return. There is no data "merge" for amendments of prior year data. If you amend the prior year, then you have to create a new "dummy" tax return for the subsequent year if you want TT to run the calcs going forward. That means staring over and re-entering all the info for the subsequent year!
I hope I'm wrong and someone has a better solution.
‎November 30, 2020
1:25 PM