Has anyone else experienced forms/information missing when transferring 17 returns to 2018? I have had 1099-R forms disappear that were in 2017 and the box to not transfer to next year was not checked. Also on 1120S returns, date of incorporation has disappeared when transferred file from 2017 to 2018.
Seen others mention it. I know CA does this to me a lot with business returns, I have to fill in all the dates and stuff that doesn't change each year...not sure why things don't carry over all the time.
