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T
TimO
Level 2
March 26, 2024
Question

Has anyone had issues with all of the 2022 files not transferring to 2023? One case, the 2022 loss carryforward was missing. The other, several Sch E properties omitted

  • March 26, 2024
  • 2 replies
  • 12 views
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2 replies

T
Terry53029Intuit Community Champion
Intuit Community Champion
March 26, 2024

I only transfer clients when they schedule. Been doing that for years because of all the problems that came up when I used to do a bulk transfer. Have had no issues doing it that way

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    March 26, 2024

    that was a reported problem in February, but it should have been fixed...did you transfer those client files into 2023 back in Jan or Feb?

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