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Carryovers from prior years


📚 What This Guide Covers

This guide shows you how to carry forward prior-year data in SureFire.

⚠️ Before You Begin

You should be starting a new return for the current tax year.

📊 Step-by-Step Guide

Step 1: Open the Carry Forward option

Select Prior Year Data from the Carry Forward submenu on the Tools menu.

Step 2: Follow the on-screen instructions

Follow the on-screen instructions to carry forward the information from last year. When you begin a new return with any of these Social Security numbers (SSNs), the program will let you know that there is prior-year data, and you can load it into the return.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install,setup,getting-started