The third rebate was $1400 per person. For those who did not get it, I presumed there would be a way to retrieve in in 2021 filing. I don't see it in the version released. Rather it's still asking about rebates 1&2. Another reason not to transfer any clients.
Transferring clients won't be affected. When the forms are released and you later open a previously transferred client the updated forms will all show at that time, at least that's how it worked in the past for me.
I generally transfer at least 1, (usually my own) just to play with and see what is there and working.
I don't bulk transfer for the actual returns in any case - My practice has to been to transfer them over as the client information is received. - One of the ways I use to track who is in and who is not.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
