lori1
Level 3
‎12-17-2019 11:01 AM

Fiduciary returns are not transfering to 2019 tax year, some did some didn't - any ideas?

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George4Tacks
Level 15
‎12-17-2019 11:44 AM

(1) It is still early and there are likely bugs in the program. I expect we will get at least one more update. @IntuitAustin may be able to confirm.

(2) Historically there have been problems with clients that are locked. Back up the lock client, unlock, try the transfer again. Restore the backup 


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lori1
Level 3
‎12-17-2019 12:35 PM

Unlocking the client and then transferring to the new tax year worked.  Thanks!

George4Tacks
Level 15
‎12-17-2019 02:42 PM

Thanks for responding. @IntuitAustin can now report this as a continuing bug in the program. We should not have to remove a LOCK to proforma.


Answers are easy. Questions are hard!
IntuitAustin
Intuit Alumni
‎12-17-2019 02:44 PM
@George4Tacks wrote:

Thanks for responding. @IntuitAustin can now report this as a continuing bug in the program. We should not have to remove a LOCK to proforma.

Thanks for reporting this George. I'll reach out to our support team to see what's going on 


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IntuitAustin
Intuit Alumni
‎12-20-2019 09:49 AM
@IntuitAustin wrote:
@George4Tacks wrote:

Thanks for responding. @IntuitAustin can now report this as a continuing bug in the program. We should not have to remove a LOCK to proforma.

Thanks for reporting this George. I'll reach out to our support team to see what's going on 

Just wanted to follow up on this. I spoke with the support team and it didn't appear this is a wide spread issue. I think it's safe to call this one a one-off issue. 

Cheers! 


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