Janitor Bob Posted April 14, 2013 Report Share Posted April 14, 2013 Anybody else experiencing this? Everything rolls over except assets.....I have not had this problem before...just on the client I rolled over today. Quote Link to comment Share on other sites More sharing options...
Janitor Bob Posted April 14, 2013 Author Report Share Posted April 14, 2013 WOW....why the hell would ATX include an option to "delete old assets" in the rollover Manager...and have that option checked by default?! I deleted the return that did not roll over the assets, unchecked that option and rolled over again....an sure enough, my assets were there. WTH?! Quote Link to comment Share on other sites More sharing options...
Lynn EA USTCP in Louisiana Posted April 14, 2013 Report Share Posted April 14, 2013 What I see on the Options - Rollover Manager - is 'DELETE' sold assets on rollover; I don't see an option to 'delete all assets on rollover'. Quote Link to comment Share on other sites More sharing options...
Janitor Bob Posted April 14, 2013 Author Report Share Posted April 14, 2013 Sorry...typo....but the result is the same.....the rollover was deleting ALL assets....until I unchecked that box. I was not having this problem on returns previous to my current version (12.12). Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.