abctax55
Level 15

"..Does it hurt anything to transfer now (if you're not going to work on them, just get them transferred)?  Only 160 of 277 individual returns transferred for us and I don't know how to fix that."

No, it doesn't "hurt", but beware that you will need to do it again if there's a major update to fix issues.

Supposedly, those that didn't transfer produce a 'message'.  I haven't (nor will I) transfer all my clients; I will only transfer those that I want to use to do 2018 year-end projections.  And those, I renumber.  I will then transfer them again with the "normal" client number to use for actual tax prep.

OK -off my soap box :smile:

Known issues with transferring:

Locked returns (be sure you have a good backup, unlock, transfer, lock), 

Returns with "i"s in Screen 26 (either the Org's name, or the description of items donated).

"*******Tax software is no substitute for a professional tax preparer*******
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