taxiowa
Level 9
01-05-2020
03:38 PM
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Terry is correct. Once you converted (uploaded) 2018 Taxwise into Proseries 2018 you simply need to transfer from 2018 to 2019 Proseries. It is now a transfer not an upload. This can be done any time. I would just roll over a few or just as needed as sometimes bugs happen in early January in the transfer process. Which is probably why Intuit told you to wait till January to transfer files. I hope everything updated correctly from Taxwise and I wish you luck.