Are there any issues in transferring client data info from 2018 to 2019?

[Ernie]

There are always problems with the transfers.  If you are thinking of doing the final transfer I would not do it at this time.  I would do it if you are looking to print labels and Client Check lists.

Dusty

[IRonMaN]

No there aren’t any known issues now, but that isn’t to say that there won’t be issues popping up when you start preparing returns next month.  Personally, I never transfer returns until January.

[Just-Lisa-Now-]

Its generally best to wait until closer to mid January to transfer all your clients over, you never know what kind of weird transfer glitches may pop up in the first few releases of the program.

[CLS1]

Still no luck in getting my 2018 info to populate the Tax History worksheet.  Any Ideas?

[Just-Lisa-Now- · Accepted solution]

With earlier transferred filed I had to delete and re-transfer, but after the update on Thursday files that I transferred in more recently are now correct.

[zandw619]

Same for me