Just checked mine, not ready yet, but I second the notion not to transfer all of your files yet.

I may do a couple (mine for sure) for some messing around with and tax planning, but history says there are many later changes, which will affect what information carries over from the prior year. I generally transfer individually as I begin work on the actual tax preparation.

I will be doing a transfer soon for the organizer processing as dascpa mentioned.

Good Luck to all, and here is a wish that we don't have as much to complain about as last year!!!