abctax55
Level 15

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.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"