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Client won't transfer

taxguymike
Level 1

I have one client that won't transfer to the 2020 program.

The 2019 1040 was filed on time with no issues but when I bring up the transfer screen in the 2020 version, that client doesn't show up.

Has anyone else run into this situation?

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Accepted Solutions
JaMorri
Level 2

yes, check the file path on the prior return. You will need yo use that same path in the transfer window.

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3 Comments 3
Just-Lisa-Now-
Level 15
Level 15
Youve double checked the file name?
maybe go back into 2019 and rename it?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
JaMorri
Level 2

yes, check the file path on the prior return. You will need yo use that same path in the transfer window.

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taxguymike
Level 1

Thanks. I don't know why I didn't think of that.

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