Level 3

Solved

State Transfer

6 replies
47 views

When I transferred by clients to 2025 none of their state tax transferred. What did I do wrong?

ProSeries Basic

Intuit Community Champion

Too early to transfer. Wait until January. If you transfer now you will have all kinds of issues. I personally do not transfer until client makes appointment to do 2025 taxes.

T

Terry53029

Answer

Intuit Community Champion

Too early to transfer. Wait until January. If you transfer now you will have all kinds of issues. I personally do not transfer until client makes appointment to do 2025 taxes.

T

TaniAuthor

Level 3

I already transferred, what should I do now?

abctax55

Level 15

Delete them (hopefully you haven't entered ANY 2025 info yet).

Wait.

Transfer again in January.... and possibly just one at a time as the client info comes in given all the tax law changes. This year is likely to be a rough ride with the software not ready for prime time until well into next year.

HumanKind... Be Both

BobKamman

Level 15

You transferred your clients in December.

Skylane

Intuit Community Champion

The state returns don’t transfer. They are created/accessed from the federal return. Some of us transfer all clients at once… others individually… just personal preference

If at first you don’t succeed…..find a workaround

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