Locators that didn't rollover
To learn why a locator didn't rollover, you can review the return's history by selecting
Returns
, the locator, and then Info
, History
.Error 17: Filing status is missing
To fix this error:
- Go toOrganizer,General Information,Basic Return Data,Taxpayer Information.
- Select a filing status.
- Perform a full re-compute, close the return, and start the rollover again.
If a return isn't listed to rollover
Check the following:
- Ensure no one has the locator open. If necessary, free the locator.
- If the return's a final year return, it won't be listed to rollover.
Prior year data doesn't exist
If the prior year's return was never opened, the rollover fails.
To fix, open and compute the return before rolling over.
Rollover suppressed at Thomson Reuters
This means the return's suppressed.
To correct this:
- Go to the RS home page and selectReturns Processing.
- SelectPreseason Processing,Preseason In Your Office,Rollover, and thenSuppress Rollover Setup.
Tax defaults don't exist
To fix this:
- On the RS home page, go toSupport, and thenTax Defaults.
- Select the account, year, and thenRollover.
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