When we complete our tax returns, we lock them. When I transferred our clients from 2019 to 2020, I did not unlock them. One of our clients transferred incorrectly. In 2020, only the taxpayer's name appears and the spouse's name did not transfer (she is not deceased and it should have transferred). When this was noticed, I opened this client in 2019 to look it. When I opened the locked file in 2019, it opened as a completely different client. So, I unlocked this client and when I opened it again, it opened as the correct client. So, I transferred it again to 2020 and it transferred correctly with both names. Has this happened to anyone else?
