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Follow these steps to proforma carryover information from a Domestic Partner return:

• All three clients, the joint Domestic Partner client, and the two single filing status clients, must be in the same client data directory. That is, all three clients must be saved in the same data location, if you have more than one set up.
• The Suppress California return field must be marked in the single filing status clients when the Domestic Partner return is printed or previewed.
  
  Note: Removing the check from this field activates the current California return, clears the Proforma carryover information from Domestic Partner return field, and deletes the carryover information. To restore the carryover information, print or preview the Domestic Partner return after marking this field.
• Amounts that proforma to next year’s federal screens to be allocated between the two federal returns must be entered in Screen CARDP, located in the General folder. The information is displayed in the Domestic Partner return on the California Registered Domestic Partner Proforma Report. Amounts not allocated do not proforma to next year. The information is not displayed in the current-year separately filed clients. Information may be directly entered in next year’s screens to adjust allocations or if not allocated in the current year.
• California carryovers for Section 179, at-risk, partner / shareholder basis, and passive activity losses are automatically transferred from the Domestic Partner client to the applicable separate client based on the taxpayer or spouse designation in each unit. The information is displayed on the applicable forms in the joint client. The information is not displayed in the current-year separately filed clients.
• All information that proformas directly to the California screens will proforma to the Domestic Partner return next year.

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