George4Tacks
Level 15
12-13-2024
01:31 PM
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I think you are still jumping the gun. I currently have one 2024 client opened (me.) I opened 2024 tax planner, which is for 2025 planning and tried to import my one 2024 client. It seems to work alright.
I would use windows to remove 2024 tax plan. I would then use 2024 Lacerte for Settings > Update Prepare File to be sure prep file is up to date. Next reinstall 2024 tax plan.
Maybe just do the update prep file and try again with tax planner.
Answers are easy. Questions are hard!