Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Sign In
  • Elevate 2026 Pencil Banner
    cancel
    Showing results for 
    Search instead for 
    Did you mean: 

    Transfer State Information?

    GodFather
    Level 8
    Level 8

    Ok...time for one of my more stupid questions as I need a break from preparing on this Valentine's Day. 

    When I transfer a client and then populate their state, I receive a notification asking if I want to transfer the state information.  Why would one choose not to transfer the state information?

    0 Cheers
    6 Comments 6
    IRonMaN
    Level 15

    There is a very good reason why you wouldn’t want to transfer …………. but the reason has temporarily escaped from my brain at the moment.  I have never not transferred the state data.


    Slava Ukraini!
    GodFather
    Level 8
    Level 8

    Uhm...I guess I should say thanks for replying?

    IRonMaN
    Level 15

    Either say thanks or send me chocolates for Valentines Day.🤪


    Slava Ukraini!
    George4Tacks
    Level 15

    They moved to Alaska at the end of last year and since you have such excellent recall of everything your clients have ever done in the 36 years they have been your client you decide to not transfer when there is no state tax return to be filed this year.

    PHEW!


    Answers are easy. Questions are hard!
    Just-Lisa-Now-
    Level 15
    Level 15

    Ive always wondered what would happen if I chose NO to that question.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    Just-Lisa-Now-
    Level 15
    Level 15

    and if you hit the X in the corner instead of choosing yes or no, then what happens...did it transfer it or not?   


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    0 Cheers