One of my clients didn't transfer from 2023 to 2024; any suggestions for why?

Forum|Forum|1 year ago
February 7, 2025
3 replies
20 views

I have a client from 2023, but when I transferred all to 2024, this one did not transfer. Is there a reason why? I have tried multiple ways, to no avail.

ProSeries Professional

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George4Tacks

Level 15

Go back to 2023 and make sure you did not input a date of death?

Answers are easy. Questions are hard!

M

mkbryant77Author

Level 2

No, that is not the case. Thank you, though.

IRonMaN

Level 15

What do you mean that you tried multiple ways?

For the heck of it, I would run updates on the program for both years. Then I would reboot my computer. Next I would open the client in the 2023 program and see if the client data looks intact. If it does, I would try the transfer function again. If the client still didn't transfer, I would try making a copy of it in 2023 and see if the new file would transfer. If that doesn't work I would give up and start the client from scratch in the new year. But if it is a client that has a huge amount of data, I would consider calling support. And then after a couple minutes my mind would be clear of silly ideas and I would just start inputting the client from scratch.

Slava Ukraini!

BobKamman

Level 15

" If the client still didn't transfer, I would try making a copy of it in 2023 and see if the new file would transfer."

That's where I would start. I had the same problem with several client files. I just reopened them and saved them with a different name (SMIT1234 became SmithJoe) and they rolled over fine to 2024.

F

Frustrated-in-IL

Level 8

I had a similar problem rolling over MFS returns from one year to the next. I did just as Bob suggested and I renamed the spouse's file. It then rolled over without a problem.