Add onto this thread, I think an Intuit employee is checking on the 5471 issue of not rolling over....maybe you can get them to check on your 8621 form as well
I marked Mark's earlier posting of this same issue as to be removed, since it has been posted three times, now, and is being addressed. No need to keep starting fresh for the same issue.
"Level Up" is a gaming function, not a real life function.
MAny thanks for the update. I have already transferred my clients from 2019 to the new 2020 programme. For those clients that had a Form 8621 in 2019 will I need to transfer them over again in order for the update to take effect please?