Changing a return after data has already been transferred via the Family Transfer Utility

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.

Question

I already used the Family Transfer Utility to transfer data between returns but now one of the returns has changed. What do I do?

Answer

If a return has changed since transferring data via the Family Transfer Utility, you may need to re-transfer the information again. To do so, follow the steps detailed in Using the Family Transfer Utility to transfer data between returns.

Note: UltraTax CS will display a critical diagnostic if a return has changed after data was transferred via the Family Transfer Utility.

Related topic: Family Transfer Utility FAQs

Share This