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Issue moving fiduciary trust 2019 to 2020. Most 2019 fiduciary clients transferred to 2020 but 3 did not. Error message re exception occurred in tax engine. Help!

JackW
Level 3
 
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Accepted Solutions
George4Tacks
Level 15

Be sure you have backed up the 2019 clients. Look at the 3 clients > Are they locked? If so unlock and try again. They is the most typical cause of the problem. Also be sure you have the latest version of the software.


Here's wishing you many Happy Returns

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1 Comment 1
George4Tacks
Level 15

Be sure you have backed up the 2019 clients. Look at the 3 clients > Are they locked? If so unlock and try again. They is the most typical cause of the problem. Also be sure you have the latest version of the software.


Here's wishing you many Happy Returns