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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.


ex-AllStar

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1 Reply 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.


ex-AllStar

View solution in original post