Short-Year Rollover: Finding the New Return Locator Number

After the short year rollover has been completed, the locator number of the new return can be found in the Locator History of the originating return.

1. Select Returns in the Browser menu.
2. Select the return.

   

3. Select Info in the menu bar.

   

4. The View Return Information > General screen is displayed.

   

5. Select the History tab to view the locator history.

   

6. Look in the Comments section to determine if the rollover was successful and locate the new locator number, which is now 8609IV.

 

 

 

RS Browser/short_year_rollover_3.htm/TY2021

Last Modified: 02/13/2020

Last System Build: 02/03/2022

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