@jxwinks25
It could be MAC dependent...but my Windows software didn't have that problem.
One thing you could check though.
1) Open your final accepted 2023 tax file. Make sure it's the right one and print the 5-yr History file from it..
2) THEN do a Save-As to some unique filename....like 2023_Test_Xfer
3) close down 2023 TTX
4) then start-up a new 2024 tax file and xfer in that specially-named file from 2023.
5) Ger a few pages in....and perhaps as far as entering one income item for 2024.
6) Then check/print the History file from that. Now is 2023 right on both or not?
If it's right now, maybe they fixed the problem sometime after you started, but your prior transferred data was already locked into the history report.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
