taylorrutkoske
Level 1
02-06-2025
04:35 PM
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The code mapping in 2024 software was not done correctly so when you transfer a file to the 2023 software it does not transfer over correctly.
Please help fix this issue.
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Level 15
02-06-2025
05:19 PM
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Theres been at least one thing that 2023 needed to be updated before transferring clients into 2024 or carryovers didnt flow over (SCorp basis was one), that could be another one.
Do you have a client that you havent worked on that you could delete in 2024, go back and update 2023 then re-transfer and see if anything changes?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
taylorrutkoske
Level 1
02-06-2025
06:03 PM
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Yes, I've done all updates in both 2023 and 2024. We had the same issue with S Corp basis but was able to get that fixed.
Here is what it looks like in 2023 and what it looks like when transferred over to the 2024 software.