wienky
Level 2
01-28-2023
08:44 AM
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When I call up "Transfer" in 2022,it appeaars I will replace all data already entered for 2022.
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3 Comments 3
Just-Lisa-Now-
Level 15
01-28-2023
10:07 AM
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You cant transfer in once youve already started working on a return, or you'll overwrite the file.
Are you in the 1065 Homebase view when you click the Transfer button and you dont see your 2021 partnership returns in the list to transfer into 2022?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Skylane
Level 11
01-29-2023
05:35 PM
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instead of transfer all…. If you can see the files that you want to transfer, hold the cntl key down and highlight the ones ou want.
If at first you don’t succeed…..find a workaround
taxes96786
Level 9
01-30-2023
01:28 AM
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I never transfer a prior year until I have all of the client docs needed to complete the return.