Level 15
Level 15

Yes, client files that were transferred into 2018 early in the season had this bug.  

It was fixed back in January, but the only way for the file to be "fixed" is to delete the client file and re-transfer into 2018...or just open the state refund worksheet and mark the correct box.

Seems like each year there is some kind of early transfer bug...its always best to wait as long as possible to transfer all clients in.  I only transfer in as they arrive for their appointment, so I have not had this issue except for my own return and a "dummy/sample" return I transfer in early for testing purposes.


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