transfer form 2019 to 2020`

Forum|Forum|5 years ago
December 12, 2020
4 replies
13 views

we are trying to transfer clients from 2019 to 2020. It appears to complete the transfer from 2019 to 2020 but clients do not appear in the 2020 program. A pop up screen shows all the client numbers but it also says "invalid format". Is anyone else having this problem or know if Lacerte is working on it?

Lacerte Tax

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George4Tacks

Level 15

https://proconnect.intuit.com/community/lacerte-tax-news-updates/discussion/invalid-format-error-during-proforma-into-ty20/00/109637

P.S. I think it is way too early to be transferring. Do a few to use for tax planning. Do your own to get used to the program. Wait until Mid January, or when the first client bugs you and just transfer as you need them. These first few issue of 2019 proforma and 2020 tax are just way too buggy to expend much energy on.

Answers are easy. Questions are hard!