For new 2020 client, I created a 2019 file, entered the 2019 information, and did a pro-forma transfer to 2020 program. Didn't work. Bridge Log " Invalid Format". Why?

6 replies
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Did not REP the 2019 client file. Would that have been necessary?

Lacerte Tax

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George4TacksAnswer

Level 15

Try making the primary SSN all 999-99-9999 and do the REP. That will not create a charge.
Review the return for accuracy, then proforma. When you get the 2020 change the primary SSN to what it should be.

Answers are easy. Questions are hard!

George4TacksAnswer

Level 15

Try making the primary SSN all 999-99-9999 and do the REP. That will not create a charge.
Review the return for accuracy, then proforma. When you get the 2020 change the primary SSN to what it should be.

Answers are easy. Questions are hard!

M

MaxandTaxAuthor

Level 2

Thanks for this help!

When I proforma from 2019 to 2020, I get a Bridge Error Notification that the Format is Invalid. I have eliminated data path differences as an explanation. Thinking that perhaps the 999-99-9999 EIN trick might be the cause, I tried to change to the correct EIN, but get the warning that another REP change will result.

Would appreciate additional help. Thanks!

George4Tacks

Level 15

Maybe this simple set of steps will help (I doubt the all 9s is the problem) https://proconnect.intuit.com/community/schedule-k-1/help/reasons-a-client-file-will-not-proforma/00/6508

With the all 9s could you view the return and inspect all the forms?

Answers are easy. Questions are hard!

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