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Fiduciary returns not transfering to 2019 tax year

lori1
Level 3

Fiduciary returns are not transfering to 2019 tax year, some did some didn't - any ideas?

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George4Tacks
Level 15

(1) It is still early and there are likely bugs in the program. I expect we will get at least one more update. @IntuitAustin may be able to confirm.

(2) Historically there have been problems with clients that are locked. Back up the lock client, unlock, try the transfer again. Restore the backup 


Here's wishing you many Happy Returns

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5 Comments 5
George4Tacks
Level 15

(1) It is still early and there are likely bugs in the program. I expect we will get at least one more update. @IntuitAustin may be able to confirm.

(2) Historically there have been problems with clients that are locked. Back up the lock client, unlock, try the transfer again. Restore the backup 


Here's wishing you many Happy Returns
lori1
Level 3

Unlocking the client and then transferring to the new tax year worked.  Thanks!

George4Tacks
Level 15

Thanks for responding. @IntuitAustin can now report this as a continuing bug in the program. We should not have to remove a LOCK to proforma.


Here's wishing you many Happy Returns
IntuitAustin
Intuit Alumni

@George4Tacks wrote:

Thanks for responding. @IntuitAustin can now report this as a continuing bug in the program. We should not have to remove a LOCK to proforma.


Thanks for reporting this George. I'll reach out to our support team to see what's going on 


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IntuitAustin
Intuit Alumni

@IntuitAustin wrote:

@George4Tacks wrote:

Thanks for responding. @IntuitAustin can now report this as a continuing bug in the program. We should not have to remove a LOCK to proforma.


Thanks for reporting this George. I'll reach out to our support team to see what's going on 


Just wanted to follow up on this. I spoke with the support team and it didn't appear this is a wide spread issue. I think it's safe to call this one a one-off issue. 

Cheers! 


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