dtomlin421
Level 1
11-18-2021
10:11 AM
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why did all 1099r not transfer to 2021?
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Level 15
11-18-2021
10:14 AM
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Because the program really isnt ready for transferring clients yet and you'll continue to find odd transfer glitches until close to January
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
IRonMaN
Level 15
11-18-2021
10:19 AM
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You would be wise to delete the returns that you transferred and waited until the first part of January before you transferred them. In the past, there have been issues with returns that were transferred early that came back to haunt folks later in tax season.
Slava Ukraini!