2020 Federal Income Tax Summary missing data

[austin2]

I'm having an issue with the two year comparative Federal income tax summary form.

Currently on clients that we imported from Pro FX it only displays the current year, but not the previous year.

We imported clients from Pro FX into Lacerte 2019 and corrected any issues with the import, then used the proforma feature to bring the clients into Lacerte 2020.

Has anyone else had this issue? Any insight would be helpful.

Thank you

[George4Tacks · Accepted solution]

In 2019 Screen 3, last item of Miscellaneous is a check bot for Converted Client ... If you have reviewed the 2019 for accuracy, including items like carryover, depreciation, state then remove the check mark and the 2020 proforma will have what you want. 

Unfortunately that is not well advertised to those that do conversions. If you are not too far into input on the 2020, then remove the check mark and do the proforma again. 

[austin2]

Thank you! That worked.