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lsteffens
Level 2
11-16-2020
11:28 AM
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I've downloaded the 2020 ProSeries product, and during the installation I chose to transfer all of my 2019 tax clients. 19 of my clients (mix of 1040, 1120, and 1120S) didn't transfer, and all I'm getting is a cryptic error message of: "an unknown error occurred while attempting to transfer". Has anyone else run into this issue? Thanks.
Larry Steffens
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abctax55
Level 15
11-16-2020
11:31 AM
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Yep... many have. And they've posted about it; see the numerous threads discussing that it is TOO early to transfer. Wait for updates, wait for January.
Here's just one, which has a link to others:
HumanKind... Be Both
taxes96786
Level 9
11-16-2020
09:50 PM
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Not a good idea to transfer clients in bulk....you get left with your Homebase full of non-returning clients.
I don't transfer until I get their docs or a request for an extension.
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