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Encountering the same issue for 1099-R forms
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Worked with ProSeries support and I had to update the 2023 software, delete all 2024 S-Corp returns in the 2024 software and then re-transfer the 2023 1120S ret...
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Worked with ProSeries support and I had to update the 2023 software, delete all 2024 S-Corp returns in the 2024 software and then re-transfer the 2023 1120S ret...
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The shareholder listed first in the return did transfer over, but the second one did not. I only checked two returns thus far.
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I noticed this problem this morning as well for my clients.
