fixed assets missing in 2020

[Lynn EA USTCP in Louisiana]

I've downloaded the 2020 program and rolled over a select few tax returns from 2019.  I've only checked two of the rolled over returns, mine and my assistant's, and both are missing fixed assets.  In mine the fixed assets tab is there, but there are no assets.  In my assistant's, the fixed assets tab does not even show up.  I'm thinking about deleting these two returns, waiting for a program update, and rolling them over again.  Anyone have other thoughts or suggestions?  TIA.  Have a Happy and Healthy New Year !

[Lee B]

Don't know if this still applies, but I remember when I was still using ATX, that sometimes I had to go back to the prior year and update forms on returns

in order for the rollover to come across correctly.

[Lynn EA USTCP in Louisiana]

I opened the 2019 return; all fixed assets are there.  I'll delete the 2020 file and re-add it.  (Hope that does the 'trick' ! ).

Thanks,

[Margaret CPA in OH]

Hmm, I just rolled over my own return and assets were there.  I downloaded the program as soon as I received the email but did update forms before trying the rollover.  Good thing I did as I forgot one must re-enter (grumble, grumble) all the preparer, firm and e-file info as it doesn't carry over.  I hope your trick works!

[DANRVAN]

18 hours ago, Margaret CPA in OH said:

one must re-enter (grumble, grumble) all the preparer, firm and e-file info as it doesn't carry over. 

Mine rolled over.  I think you need to first roll over a client file with with the preparer info on it.

[DANRVAN]

On 12/30/2020 at 7:45 AM, Lynn EA USTCP in Louisiana said:

  Anyone have other thoughts or suggestions? 

I have rolled over a few returns and fixed assets were there.

[Margaret CPA in OH]

9 minutes ago, DANRVAN said:

Mine rolled over.  I think you need to first roll over a client file with with the preparer info on it.

I did roll over a client file and nothing was there.  This happens to me every year.  Guess  I'm not so lucky!  It isn't a big deal but might be if I had several preparers.  Perhaps there is a box to check to roll over this info and I've missed it.   Since It's just me, I manage but grumble - a little!

[Jim Oh Bkkr]

1 hour ago, Margaret CPA in OH said:

This happens to me every year. 

That used to happen to me also (MAX). IIRC preparer and payer info was rolled over from a ??different?? screen, or needed to be done ??first??  I would fight it every year!

 

Edit to show MAX

Edited December 31, 2020 by Jim Oh Bkkr
To show MAX

[DevM]

If you Rollover a client you also need to click on items in other Data: (Preparers, Payers..etc)

I always click on other data and all preparers, companies and Payers get rolled over.