Fiduciary returns not transfering to 2019 tax year

Fiduciary returns are not transfering to 2019 tax year, some did some didn't - any ideas?

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Best answer by George4Tacks

(1) It is still early and there are likely bugs in the program. I expect we will get at least one more update. @IntuitAustin may be able to confirm.

(2) Historically there have been problems with clients that are locked. Back up the lock client, unlock, try the transfer again. Restore the backup

Level 15

(1) It is still early and there are likely bugs in the program. I expect we will get at least one more update. @IntuitAustin may be able to confirm.

(2) Historically there have been problems with clients that are locked. Back up the lock client, unlock, try the transfer again. Restore the backup

Answers are easy. Questions are hard!

lori1Author

Level 3

Unlocking the client and then transferring to the new tax year worked. Thanks!

Level 15

Thanks for responding. @IntuitAustin can now report this as a continuing bug in the program. We should not have to remove a LOCK to proforma.

Answers are easy. Questions are hard!

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