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Level 3
January 25, 2025
Solved

FBAR info (Form 114) not importing from ProSeries 2023 to ProSeries 2024

  • January 25, 2025
  • 1 reply
  • 8 views

Hello,

I started the tax season today and unfortunately, I immediately encountered a problem: the Federal info is being exported/transferred properly from the 2023 ProSeries software to the 2024 ProSeries return. However, the FBAR info (Form 114) is not. And it's not just 1 client, it's for all of them.

Is anyone else having the same problem? I would appreciate any help anyone can offer to solve this issue. Manually entering all the FBAR info is a huge waste of time.

Thank you.

This topic has been closed for replies.
Best answer by Just-Lisa-Now-

Try running an update on 2023, then try and transfer a client with a 114 over to 2024.....mine seems to work fine.

1 reply

Just-Lisa-Now-
Intuit Community Champion
January 25, 2025

did these clients get transferred into 2024 recently or earlier in December or early January?   

Early transfers have been known to have issues with stuff missing, if these were transferred in early, do you have a client that you have NOT worked on yet, that you could delete and retransfer now to see if its still happening?

I only have 2 clients with 114's, I just transferred one of them into 2024 and all the 114 info IS included.  So I think you may have jumped the gun when you transferred client into 2024, I find it best to wait as long into January as possible before transferring any clients.  I only pull my dummy/tester files over and my own return to fiddle with until later in January.

If a newly transferred one still has the issue, Id advise to delete the client in 2024, open 2023 and run an Update, then go back to 2024 and transfer it in again.  Corp basis info wasnt transferring over until an additional update on 2023 had been run, it could be a similar problem.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
joe64Author
Level 3
January 25, 2025

Actually very recently. I installed ProSeries 2024 around Jan 17 and I transferred the clients today.

Just-Lisa-Now-
Intuit Community Champion
January 25, 2025

Try running an update on 2023, then try and transfer a client with a 114 over to 2024.....mine seems to work fine.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪