One of my 2019 tax data files did not transfer to 2020. How do I fix that?

Forum|Forum|5 years ago
February 26, 2021
3 replies
19 views

In Pro Series Professional, I have one client file that did not transfer from 2019 to 2020. How do I get that file to transfer?

ProSeries Professional

This topic has been closed for replies.

Best answer by jerijo

I called tech support. Here's the solution to my issue:

The 2019 data file had been saved to the wrong folder on my computer. The tech found it and moved it to the 2019 folder and that resulted in the 2019 data file then showing up in the list of data files that could be transferred into 2020.

IRonMaN

Level 15

Have you tried rebooting your computer and then tried transferring a second time?

Slava Ukraini!

J

jerijoAuthor

Level 3

The problem is that the one client data file did not show up in the list to select which files I want to transfer into 2020. It did not come over from 2019 so it isn't even there in the transfer list. I looked at 2019 and it IS showing up in the 2019 Pro Series files but it is not showing up in the list of files that came over from 2019 Pro Series. Rebooting is not the issue.

I'm wondering if there is a way to find each data file from 2019 and find this one client and then move it into 2020 Pro Series so I can transfer it in. I hope this explanation makes sense.

J

jerijoAuthorAnswer

Level 3

I called tech support. Here's the solution to my issue:

The 2019 data file had been saved to the wrong folder on my computer. The tech found it and moved it to the 2019 folder and that resulted in the 2019 data file then showing up in the list of data files that could be transferred into 2020.

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