Is the Proforma from 2019 to 2020 working? I see instructions on how to perform the function but when I go to 2019 Program and attempt to create the 2020 Proforma the program says it will be release later in 2020.
You likely need to update the 2019 program.
Last week I was able to roll over isolated files from 2019 to 2020 no problem. Now when I try to roll over single files from 2019 to 2020 it gives me an error message in 2020 that says “invalid format”. It leaves 2019 fine but doesn’t get into 2020. I'm hoping it's just a glitch right now - we need to do this with some files for Q4 estimated tax payments . . .
Thank you all for the feedback. We checked both 2019 & 2020 programs and were not prompted to update (as usually happens) but we manually went to the update location and there was a 2020 update that had not been "pushed" to us. Once we installed that update the proforma function worked again.