George4Tacks
Level 15
12-12-2020
09:36 AM
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P.S. I think it is way too early to be transferring. Do a few to use for tax planning. Do your own to get used to the program. Wait until Mid January, or when the first client bugs you and just transfer as you need them. These first few issue of 2019 proforma and 2020 tax are just way too buggy to expend much energy on.
Answers are easy. Questions are hard!