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Why my letters didn't carry over from 2020 Lacerte

JABAT97239
Level 2

Settings, Client Letter-why didn't my letters carry over from 2020 Lacerte to 2021 Lacerte?

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1 Comment 1
George4Tacks
Level 15

It was because something went wrong.

Try Settings > Transfer Prior Year Settings > Select what you want to recover (probably likely to get EVERYTHING, just to be safe)


Answers are easy. Questions are hard!
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