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Error message when performing proforma of most clients from 2019 to 2020 ProSeries program

Forum|Forum|5 years ago
November 14, 2020
3 replies
22 views

Tried this morning to proforma my 2019 clients into 2020 Proseries.

Out of my test batch of 46, only 7 came through (and 3 of those 7 were 1 MFJ + 2 MFS for the same couple). No rhyme or reason why the ones that pulled through worked while the others didn't.

The rest had this error message: An unknown error occurred while attempting to transfer (146).

I tried running updates of both the 2019 & 2020 softwares, shutting them down and restarting them but nothing helped.

Anyone know what is going on?

ProSeries Professional

This topic has been closed for replies.

Best answer by abctax55

It

Is

Too

Early

To

Do

Proforma's

Many, many threads in the last few days about patience is a virtue....wait for updates.

abctax55Answer

Level 15

It

Is

Too

Early

To

Do

Proforma's

Many, many threads in the last few days about patience is a virtue....wait for updates.

HumanKind... Be Both

K

kdaglobalAuthor

Level 3

Thanks so much abctax55 - this is the first year in 15 years I have been so ahead of schedule so I have never experienced this situation because I am usually starting this process in January!

Patience is indeed a virtue!

abctax55

Level 15

YVW...

If you are that far ahead.... take the rest of the year off & start the process in January 🤣

Seriously, transfer a few (like your own?) & play around to get a feel for any of the *new* features or anything new for TY 2020. Altho Lacerte's early release isn't ready for prime time for handling either the EIP/stimulus reconciliation or the CA insurance penalty.

I transfer the clients I need to work on year end projections, but I renumber them so that when I transfer ALL clients in January the projection files aren't overwritten.

HumanKind... Be Both

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