This feature allows you to transfer the previous years data/returns into the current version of 1040-DR you’re using.
Note:
Both versions of Drake must be installed in the same drive (for example. the C:/ Drive) in order for this feature to run normally.
First, click Last Year Data, then choose Update Clients 201x to 201x
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After getting to the Client Selection window, click OK Next, then, Click Next again in the Update Filter Selection Page, Then, the Basic Search Conditions window will appear, in-which you will select the desired files to transfer into your current version of Drake, then when done, click Continue
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In the following window, click Select All, then Update 1040.
Now Drake will start updating the files as shown below; Afterwards it will confirm the files that were added into your software successfully.
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