Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- I transferred 2020 clients to 2021 tax software. one client has 5 1099r's. only 1 1099r transferred. why?
I transferred 2020 clients to 2021 tax software. one client has 5 1099r's. only 1 1099r transferred. why?
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
dtomlin421
Level 1
11-18-2021
10:11 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
why did all 1099r not transfer to 2021?
Labels
2 Comments 2
Just-Lisa-Now-
Level 15
11-18-2021
10:14 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Because the program really isnt ready for transferring clients yet and you'll continue to find odd transfer glitches until close to January
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
IRonMaN
Level 15
11-18-2021
10:19 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
You would be wise to delete the returns that you transferred and waited until the first part of January before you transferred them. In the past, there have been issues with returns that were transferred early that came back to haunt folks later in tax season.
Slava Ukraini!
