Shirley79
Level 5

Pension information transferred but IRA information did not

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IRonMaN
Level 15

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!
Shirley79
Level 5

Good to know - thank you.  Will it correct itself when there are updates?

Jim-from-Ohio
Level 12
Level 12

it will not.. delete and roll over later

IRonMaN
Level 15

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!

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