Transferring Returns

Forum|Forum|2 years ago
March 9, 2024
4 replies
32 views

I just notice all my returns did not transfer. I had picked all returns when I transferred. The returns I am looking for don't show up on the transfer sheet. Now I can't get last year's information transferred to 2023 and I will have to enter everything. Does anybody know what to do?

ProSeries Professional

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Just-Lisa-Now-

Intuit Community Champion

I dont know what a transfer sheet is, but you've looked in a regular homebase (not the EFcenter) view and youve organized by filename and some client files just arent there?

If you hit the transfer button again and pick one of the missing files out individually and attempt to transfer, does it transfer?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

D

Debst99Author

Level 5

It is not the transfer sheet, sorry. It is under file for transfer. When I try to transfer, the return is not listed with the other returns that were transferred. Where did it go? I efiled it last year.

Just-Lisa-Now-

Intuit Community Champion

If you hit the transfer button again and pick one of the missing files out individually and attempt to transfer, does it transfer? Or does it tell you its already transferred?

Id organize a regular Homebase view by filename and see if its in there.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

IRonMaN

Level 15

For the heck of it, I would open up those files in the 2022 software. Close ProSeries, shutdown my computer, and then try the transfer process again.

Slava Ukraini!

D

Debst99Author

Level 5

I already had the 2022 files open. I just shut down the computer like u said and tried to transfer and the name was still not there.

IRonMaN

Level 15

I was just working on a client that did their own thing last year, but we prepared the 2021 return. When I went to transfer the data from 2021 to 2022, I noticed that only a handful of clients showed up on the list of clients to transfer. If I moved to box 2 in the transfer page and selected browse and then selected "22Data" I did find all of my missing files there.

Slava Ukraini!