MaxandTax
Level 2

Thank you very much for taking your time with this.

I used the link and followed the instructions to look in the 20TAX/IDATA folder for "a bridge file that is stuck in" that folder, without success.  None of the file extensions were the IPO type.

The other solutions at the link did not appear applicable.

To your question, I could view and inspect all the 2019 forms.

Though a duplication of time, the solution for me seems to be to open a "new" client in the 20 module, assure that any carry-forward information is entered, and enter the 2019 amounts on the prior year's totals sheet.  That gets me the organizer and the 2020 client file.

Would Lacerte personnel provide technical help?  

0 Cheers