Shirley79
Level 5
11-07-2025
10:06 AM
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Pension information transferred but IRA information did not
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IRonMaN
Level 15
11-07-2025
10:15 AM
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That's the danger of transferring client files too early. There typically are bugs that crawl out of the software when clients are transferred before the software is really ready to go.
Slava Ukraini!
Level 12
11-07-2025
10:50 AM
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it will not.. delete and roll over later
IRonMaN
Level 15
11-07-2025
11:04 AM
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No it won't correct itself. It's ok to transfer a few clients early if you want to play with the software a little, but don't rely on the files. Any files that are transferred early should be deleted and wait until January until you make your client rollovers for the new year.
Slava Ukraini!