When running proforma to 2019 in Lacerte 2018 for Fiduciary returns nearly a third of our clients got message "Failed to transfer. Please verify that client forms can be viewed in 18tax then retry." All forms can be viewed in 18tax, and all have been retried. When will the error causing this failure be corrected? Is there a workaround?
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Another issue transferring Fiduciaries from 18tax to 19tax -
If there were dollar distributions in 2018 those amounts are be brought forward as dollar distributions in the 2019tax module.
Found out with my first 1041 - reporting the related income/deductions on the 2019 beneficiaries share.
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