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I transferred 2020 clients to 2021 tax software. one client has 5 1099r's. only 1 1099r transferred. why?

dtomlin421
Level 1
why did all 1099r not transfer to 2021?
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2 Comments 2
Just-Lisa-Now-
Level 15
Level 15

Because the program really isnt ready for transferring clients yet and you'll continue to find odd transfer glitches until close to January


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
IRonMaN
Level 15

You would be wise to delete the returns that you transferred and waited until the first part of January before you transferred them.  In the past, there have been issues with returns that were transferred early that came back to haunt folks later in tax season.


Slava Ukraini!