Answered: Re: Issue moving fiduciary trust 2019 to 2020. Most 2019 fiduciary clients transferred to 2020 but 3 did not. Error message re exception occurred in tax engine. Help!

JackW · ‎01-11-2021

George4Tacks · ‎01-11-2021

Be sure you have backed up the 2019 clients. Look at the 3 clients > Are they locked? If so unlock and try again. They is the most typical cause of the problem. Also be sure you have the latest version of the software.

Answers are easy. Questions are hard!

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George4Tacks · ‎01-11-2021

Be sure you have backed up the 2019 clients. Look at the 3 clients > Are they locked? If so unlock and try again. They is the most typical cause of the problem. Also be sure you have the latest version of the software.

Answers are easy. Questions are hard!

Issue moving fiduciary trust 2019 to 2020. Most 2019 fiduciary clients transferred to 2020 but 3 did not. Error message re exception occurred in tax engine. Help!

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