Notice: The information on this page is only for users of Personal Taxprep 2018. If you are using Personal Taxprep Classic 2018, consult the help available in the program.

Import Bankruptcy Data

Personal Taxprep allows you to import pertinent tax data from a taxpayer’s pre-bankruptcy return into the post-bankruptcy return.

The imported data is inserted in the appropriate forms as well as in Form Bankruptcy Information (Jump Code: BANKRUPTCY) of the current return.

In order to import data from the pre-bankruptcy return into the post-bankruptcy return, proceed as follows:

1. Display the taxpayer’s post-bankruptcy return. It can be a current-year or a planner return.
   The return must be saved for the import process to work.
2. Display Form Bankruptcy - Bankruptcy Information (Jump Code: BANKRUPTCY), and select the “post-bankruptcy” type of return.
   You cannot import bankruptcy data from the spouse or dependant's Bankruptcy - Bankruptcy Information form.
3. On the File menu, click Import Data, and then Bankruptcy.
4. Select the client file which contains the pre-bankruptcy return.
5. Click OK.

Personal Taxprep enters the name and the location of the client file containing the pre-bankruptcy return in Form Bankruptcy Information in the post-bankruptcy return.

See Also: Tax Help - Bankruptcy Information

Bankruptcy Information