mds
Level 1

I get this error on two of the three fiduciary returns I am trying to transfer to 2020 (one properly transferred):

"Failed to transfer. Please verify that client forms can be viewed in 19TAX then retry."

I then verified that the client forms can be viewed in 19TAX.  Then I retried.  Then I got the same message...  The non-Einstein in me repeated the process and it still didn't transfer.

Any help?

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