Loriem
Level 1

I am trying to roll over the 2020 Lacerte database to 2021 and I am getting a lot of errors.  For example, the clients (1040 returns) that I moved all came across as "single" and when I try to change anything, I get the  "error While Updating Tax Services Data" box. 

Also..Do I have to unlock all of the clients in 2020 Lacerte in order to proforma them to 2021?

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