IRA bank information didn't transfer from 2024

[Shirley79]

Pension information transferred but IRA information did not

[IRonMaN]

That's the danger of transferring client files too early.  There typically are bugs that crawl out of the software when clients are transferred before the software is really ready to go.

[Shirley79]

Good to know - thank you.  Will it correct itself when there are updates?

[Jim-from-Ohio]

it will not.. delete and roll over later

[IRonMaN · Accepted solution]

No it won't correct itself.  It's ok to transfer a few clients early if you want to play with the software a little, but don't rely on the files.  Any files that are transferred early should be deleted and wait until January until you make your client rollovers for the new year.