Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Why my letters didn't carry over from 2020 Lacerte

JABAT97239
Level 2

Settings, Client Letter-why didn't my letters carry over from 2020 Lacerte to 2021 Lacerte?

0 Cheers
1 Comment 1
George4Tacks
Level 15

It was because something went wrong.

Try Settings > Transfer Prior Year Settings > Select what you want to recover (probably likely to get EVERYTHING, just to be safe)


Here's wishing you many Happy Returns
0 Cheers