peterhawaii
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 3
		
	
				
		
	
		
			
    
	
		
		
		02-07-2021
	
		
		03:44 PM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
			- Mark as New
 - Bookmark
 - Subscribe
 - Permalink
 - Report Inappropriate Content
 
How can I cancel the no overwrite allowed on a 2019 tax return I need to transfer to 2020. This is for Pro Series Professional.
		
			
				
						
							Labels
						
						
		
	
					
			
		
	
	
	
	
				
		
			
		
			
					
			
		
				
		
	
	
			
		
			
	
	
			
				
		
		
			dkh
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 15
		
	
				
		
	
		
			
    
	
		
		
		02-07-2021
	
		
		04:25 PM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
			- Mark as New
 - Bookmark
 - Subscribe
 - Permalink
 - Report Inappropriate Content
 
To transfer clients for the first time from 2019 to 2020....open 2020 Program - select from the top left : File then Transfer from the dropdown menu or select Transfer icon from second row
The only reason to have an overwrite issue is if you have already transferred 2019 to 2020 and need to re-transfer. If that is the case, I would delete the 2020 files, then transfer.
Hope this helps
			Level 15
		
	
				
		
	
		
			
    
	
		
		
		02-07-2021
	
		
		04:26 PM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
			- Mark as New
 - Bookmark
 - Subscribe
 - Permalink
 - Report Inappropriate Content
 
			
				
					
					
						Delete the client file in 2020 so you can retransfer it from 2019 without needing to overwrite?
There used to be a checkbox somewhere to allow overwriting, not sure if Ive seen it in 2020 though.
	
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
			
			
				
			
			
			
			
			
			
		
		
		
	
	
	
There used to be a checkbox somewhere to allow overwriting, not sure if Ive seen it in 2020 though.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
			
		
			
	
	
			
				
		
		
			peterhawaii
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 3
		
	
				
		
	
		
			
    
	
		
		
		02-07-2021
	
		
		04:34 PM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
			- Mark as New
 - Bookmark
 - Subscribe
 - Permalink
 - Report Inappropriate Content
 
Fixed by saving 2019 tax return with a new file name. Now I am preparing 2020 tax return.
			Level 15
		
	
				
		
	
		
			
    
	
		
		
		02-08-2021
	
		
		08:58 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
			- Mark as New
 - Bookmark
 - Subscribe
 - Permalink
 - Report Inappropriate Content
 
In the "options" under transfer, is a box to check to over ride existing client files