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Has anyone had issues with all of the 2022 files not transferring to 2023? One case, the 2022 loss carryforward was missing. The other, several Sch E properties omitted

TimO
Level 1
 
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2 Comments 2
Terry53029
Level 14
Level 14

I only transfer clients when they schedule. Been doing that for years because of all the problems that came up when I used to do a bulk transfer. Have had no issues doing it that way

Just-Lisa-Now-
Level 15
Level 15

that was a reported problem in February, but it should have been fixed...did you transfer those client files into 2023 back in Jan or Feb?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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