Proforma Issue With Filing Status Not Carrying Over

Most of us wait until January to pro forma so these glitches can be worked out in updates.

I ran the proforma of all clients on November 22nd when I installed the 2021 program.  I didn't filing statuses or zip codes as mentioned in another post.  After reading your post I checked for and installed updates and then checked again.  Everything is still intact.  I only tell you this to help you in your trouble shooting. 

I haven't had to run the Tool Hub for 2021. Yet.  But I did update it when I installed 2021.  The Tool Hub has helped with update issues I've had in the past.

I ran the proforma from 2020 to 2021 on 1/4/2022 and the first names didn't show up. Support said there was a bug and to reproforma. So I reproformaed on1/5/2022 and now the spouses name and filing status is not there. It's more than a bug, its got to be a COSTLY virus. VERY DISAPPOINTED IN LACERTE. IT TAKES HOURS TO PROFORMA. WASTE OF TIME and no communication from Lacerte.

Posting here to bump this up, the proforma 20 to 21 still isn't working right. We have missing addresses and email addresses, dependent information and K-1 beneficiary information missing in the Partnership module. Also: the filing status was set to single (no matter the filing status in 2020) and the 'full year resident' box was unchecked. That's all we've found SO FAR. 

Hopefully this article will help! 
How to resolve diagnostic ref. 56744 and 56747 "Information is invalid or missing" in Lacerte