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Level 2

Question

Transfer of Partner Information glitch

4 replies
41 views

TT 2021 Business will not transfer 2020 Partner Information. Cannot contact anyone with knowledge of software at TT. Cannot fix by simply reentering data because it messes up records. Very Irritating

TurboTax Business Windows

Level 15

Does it not transfer any partner information or is additional information needed.

For example, I transferred a test return from 2020 into the 2021 version of TurboTax Business and the "Has an Ownership Change" line at the bottom of the first screen that appears after the transfer reads, "Needs information".

FishrangerAuthor

Level 2

Thanks for trying, that was not the issue.

Level 15

Were you able to determine the issue?

This has been reported in the past and, in many cases, it was a result of an inaccurate entry (for whatever reason) on the prior year return.