itonewbie
Level 15

You may already be aware but conversion to PS has its limits, depending on the type of return it is, as the objective is not to replicate the returns you have in TW.  If you have not already, you should read this article and understand what converts, what doesn't, what level of review may be required, and how all these could impact the proforma of your clients' organizers as well as TY2019 returns who you roll over the data.

https://proconnect.intuit.com/community/help-articles/help/taxwise-to-proseries-converted-items/00/5...

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Still an AllStar