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

transfer 2019 client to 2020

Level 2

All but one clients transferred to 2020. how to transfer

0 Cheers
4 Replies 4
Level 15
Wait patiently for the program to really be ready to use. I would expect ProConnect Tax to lag a bit behind the Lacerte release dates https://proconnect.intuit.com/community/product-delivery/help/lacerte-release-dates/00/102913
Generally it is NOT a good idea to expect the software to work properly this early in the pre-season.

ex-AllStar
Level 2

Are you suggesting that software problem is the reason only one of the client’s 2019 data was not transferred to 2020?.

 

 

 

 

0 Cheers
Level 15

Sure sounds that way.  But for the record, only the truly brave transfer files this early.  Intuit is now known to have software that runs like clockwork in November.  

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
Level 15
Did that person die in 2019? Was the file locked?

ex-AllStar