Level 15
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I'll transfer a handful, especially if I need them to work on projections.  But I try to wait until the *absolute* last minute to do all of them.  Some preparers transfer one by one as the client sends in their info.  I like to have ALL transferred before appointments start (which probably ain't gonna happen in 2021...) or before info comes in.  YMMV.

Former Chump..umm... AllStar...This message was typed from 6 feet away so you can safely read it immediately.

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