abctax55
Level 15

Yes. 

And if you didn't delete the first transfer, the re-transfer would overwrite any info you had entered.

The reason for the 'wait' comment is that the 2025 software is not ready for primetime yet; transferring too early/before it is ready can result it some (many?) pertinent items of info being incorrect or missing completely.  

I transfer select client now to do year end projections, then renumber those clients so I don't lose the info I entered when I eventually transfer the file that will be used to prepare the 2025 returns.  Hopefully by April 1st?

@Just-Lisa-Now- posted on a question recently, asking if PS is still working on the organizers.... so maybe 2024 software is still being tweeked?

 

 

 

HumanKind... Be Both

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