abctax55
Level 15
10-11-2020
11:12 PM
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I'll transfer a handful, especially if I need them to work on projections. But I try to wait until the *absolute* last minute to do all of them. Some preparers transfer one by one as the client sends in their info. I like to have ALL transferred before appointments start (which probably ain't gonna happen in 2021...) or before info comes in. YMMV.
HumanKind... Be Both