When we transferred the 2019 1040 clients to 2020 organizer, we got alot of clients with an error code of 146 that did not transfer. The other 70% of the clients transferred with no issue. What is causing that?
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What is causing that?
Asked & answered a dozen times.
Here's just one of them:
The software isn't ready yet, it never is this early. Wait for updates.
Actually the software is ready for this. If you update the latest software it will now work. I had the same problem with several client files - all 146 errors. That was earlier in the week.
After downloading the most recent version of the software, I am able to transfer those clients into the Tax Org and 2020 1040 homebase.