2020 Returns Tab

The 2020 Returns tab in the Rollover Manager displays a list of all the 2020 returns that are available to be rolled over into the current product.

Payroll returns are not supported in ATX 2021. If you have not yet installed the 2021 W2 and 1099 or Payroll Compliance software, see W2-1099 or Payroll Compliance.

To view 2020 returns that are available for Rollover, open the Rollover Manager.

Returns that were rolled over in last year's product but not opened are grayed out in your current Rollover Manager. To rollover these returns, they must first be opened and saved in last year's program.

Column/Field Descriptions

The following table details the columns and/or fields appearing in the 2020 Returns tab view:

Column/Field	Description
Return Name	Name on the rolled over return.
Client #	An optional number that can be assigned to a client or customer, if desired.
Type	Return type, such as 1040 or 1120.
SSN/EIN	Social Security Number or EIN for the return.
Telephone	Telephone number associated with the return.
Email	Email address for the contact for the return that's being rolled over.
Address	Mailing address for the individual whose return was rolled over.
City	Residing city for the individual whose return was rolled over.
State	Resident state for the individual whose return was rolled over.
ZIP	ZIP Code for the individual whose return was rolled over.
Preparer	Name of preparer who prepared the rolled over tax return.
Partner	Name of the preparer's partner, if applicable.