Proforma from 2017 to 2018

Forum|Forum|6 years ago
December 6, 2019
2 replies
7 views

I have one client that will not move from 2017 to 2018, any suggestions of why this might be happening?

Lacerte Tax

This topic has been closed for replies.

Best answer by mojocpa

When you proforma, it gives you an exception report for the failed ones that gives the reason.

M

mojocpaAnswer

Level 6

When you proforma, it gives you an exception report for the failed ones that gives the reason.

abctax55

Level 15

From a different forum:

"..it turned out to be an invalid item within the charitable contributions. Apparently i's have an issue. It did on both of these. Retyping the organization worked."

I assume they mean retype the name of the organization. It apparently has to do with the letter "i" being used, in either the organization name and/or the property description. So, I'd retype all entries on Screen 26.

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Also (tho I got the despised thumbs down for suggesting this earlier...) - IF the client is locked in 2017, unlock (after backing it up/copying it) reprocess, and try to proforma again.

HumanKind... Be Both

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