Solved
transferring tax data from 2019 to 2020
I am doing a tax return for an exempt organization. I have purchased Lacerte 2020 to do this one return. The client is on a fiscal year which ended 6/30/21. I have used Lacerte for this one client in 2017, 2018, 2019. I am on an extension (filed manually) and just sat down to do the actual return. When I open Lacerte 2020, the Client info from the previous year has not been transferred. When I go into Lacerte 2019 {Tools - Transfer Clients (Proforma to 2020)}, I get a message that says this feature will be available later in 2020???. How do I get my Client's info from 2019 to 2020? What am I doing wrong?
