I was able to fix this... it had something to do with my Lacerte path... I have two... an old one in my C drive and a new one in my Data drive... I don't think I used the Data drive for my 2017 returns. Anyway, the transfer path was going to the C drive instead of the Data drive, and somehow the basic data got into my 2017 individual module anyway, but not all the data. I pointed the proforma to my D drive instead and it works.

I am not sure I understand what exactly happened, but it's fixed now... that's all that matters, I guess.

thanks for your help!