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Reminder notes in Proseries 2020
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JeffCPA
Level 4
02-15-2021
03:37 PM
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Hello. Is anyone noticing that not all the reminder notes from prior year tax return 2019 are copying/flowing over to 2020. I have double checked my options and I have the transfer options sets to "include reminder notes and narratives."
So, far I have prepared about 10-15 returns, and I am noticing that the same note that I have created in prior years on the applicable returns is not transferring over. The note that is not transferring is a note that is attached to Schedule SE, and is a note that I have printed with the return.
Is anyone having problems with notes transferring? Thank you.
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