Tax Man Tan
Level 4
02-10-2022
12:45 PM
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I spoke with a rep today. He assured me and update will be released this afternoon. He said this update would add 8915-F, which is where that distribution is reported(not as other income on SCH. 1), and that it would also transfer the info from last year over. We asked if this would be done with out us having to do another mass client transfer, and we were told the update will do everything, that we DO NOT need to do a 2nd transfer. Keep your fingers crossed, and check tomorrow.