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TCBCPA
Level 2
March 30, 2021
Question

Transferring from 2019 to 2020 in ProSeries

I have had several clients whose 2019 return information did not transfer to 2020 correctly. I first noticed it when preparing a return for a client who has capital loss carryovers and also a nol carryover. Another one did not have the correct PAL carryovers. It appears that the 2018

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3 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
March 30, 2021
were these recently transferred, or did you transfer back when the 2020 program first became available?

Early transfers can have lots of weird glitches.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    TCBCPAAuthor
    Level 2
    March 30, 2021

    It was early February. When I discovered the issue, I tried deleting the 2020 file on one of them, then transferring it again, but the same thing happened.

    Lryan
    Level 2
    April 13, 2021

    Same thing happened to us. 2019 Capital loss carryover did not transfer from 2019 to 2020. Let us know how to resolve. Thanks!

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