UltraTax CS

Family Transfer Utility FAQs (1040)

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How do I use the Family Transfer Utility?

I accidentally transferred data to the wrong return. How do I undo this?

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

How do I know if a client received data via the Family Transfer Utility and can I tell what type of data was transferred?

How do I confirm that the transferred amounts reported in the Family Transfer Report are correct based upon the dependent/child's return?

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