Fiduciary returns not transfering to 2019 tax year

[lori1]

Fiduciary returns are not transfering to 2019 tax year, some did some didn't - any ideas?

[George4Tacks · Accepted solution]

(1) It is still early and there are likely bugs in the program. I expect we will get at least one more update. @IntuitAustin may be able to confirm.

(2) Historically there have been problems with clients that are locked. Back up the lock client, unlock, try the transfer again. Restore the backup 

[lori1]

Unlocking the client and then transferring to the new tax year worked.  Thanks!

[George4Tacks]

Thanks for responding. @IntuitAustin can now report this as a continuing bug in the program. We should not have to remove a LOCK to proforma.

[IntuitAustin]

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@George4Tacks wrote:

Thanks for responding. @IntuitAustin can now report this as a continuing bug in the program. We should not have to remove a LOCK to proforma.

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Thanks for reporting this George. I'll reach out to our support team to see what's going on 

[IntuitAustin]

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@IntuitAustin wrote:

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@George4Tacks wrote:

Thanks for responding. @IntuitAustin can now report this as a continuing bug in the program. We should not have to remove a LOCK to proforma.

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Thanks for reporting this George. I'll reach out to our support team to see what's going on 

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Just wanted to follow up on this. I spoke with the support team and it didn't appear this is a wide spread issue. I think it's safe to call this one a one-off issue. 

Cheers!