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Carry Forward from 2015 Didn't Work


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#1 davidl

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Posted 08 January 2017 - 11:10 AM

Hi all,

 

I just bought UFile 2016 and have been using UFile for years. I have the latest version of UFile 2016 and am using Windows 10. I clicked carry forward from my 2015 UFile tax  file. However, nothing seems to have carried forward. The only thing I got was my identifcation and current address. My rental property, capital gain carry forwards, etc. didn't auto-populate unlike previous years. Is this going to be fixed? I e-mailed support a week ago and got zero response.



#2 Gaetan

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Posted 09 January 2017 - 08:58 AM

Hi davidl,

 

please make sure that you have saved your 2015 tax return as a pdf before you do the carry forward.



#3 davidl

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Posted 09 January 2017 - 05:46 PM

Hi davidl,

 

please make sure that you have saved your 2015 tax return as a pdf before you do the carry forward.

I don't get how that helps. When you try to carry forward using UFile 2016, it can only browse for .u15 file types not .pdf

 

Either way, I had a pdf version and u15 version in the same folder. Can you elaborate on how to use the pdf to carry forward?



#4 Gaetan

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Posted 10 January 2017 - 09:40 AM

Hi,

 

What I meant is that before you carry forward the .u15 file, you have to make sure that you have saved or NETFILED your 2015 return.

 

If you have done that, please try again.



#5 davidl

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Posted 10 January 2017 - 07:12 PM

Hi,

 

What I meant is that before you carry forward the .u15 file, you have to make sure that you have saved or NETFILED your 2015 return.

 

If you have done that, please try again.

 

I have done both. I'm guessing this is just a terrible bug. Hopefully it will be fixed with an update or I will have to switch to a more reliable tax software.



#6 George

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Posted 17 January 2017 - 09:01 AM

Hi 

 

Please be assured that we have tested the carry forward extensively. However, the 2015 file requires to be either:

 

i) PDF'ed and saved, or

ii) you must have Netfiled your previous year's return and saved it using Ufile 2015

 

The above steps need to be done before you attempt to carry it forward using Ufile for 2016. Only once the above steps are done can you effectively carry forward your 2015 file using Ufile for 2016.

 

If you have done either step i) or ii) and you are still not able to carry forward your file, please contact support so they can assist you in sending an anonymous extract of your 2015 file so we can investigate why this process is not working for you.

 

Thank you, George Hiotis (QA Manager)



#7 davidl

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Posted 18 January 2017 - 06:36 PM

Hi 

 

Please be assured that we have tested the carry forward extensively. However, the 2015 file requires to be either:

 

i) PDF'ed and saved, or

ii) you must have Netfiled your previous year's return and saved it using Ufile 2015

 

The above steps need to be done before you attempt to carry it forward using Ufile for 2016. Only once the above steps are done can you effectively carry forward your 2015 file using Ufile for 2016.

 

If you have done either step i) or ii) and you are still not able to carry forward your file, please contact support so they can assist you in sending an anonymous extract of your 2015 file so we can investigate why this process is not working for you.

 

Thank you, George Hiotis (QA Manager)

 

I've PDFed and saved as a U15 file as well both in the same folder even in case that matters. I Netfiled my last year's return and saved it using UFile 2015. I've done this since 2012 using UFile, and this is the first year that it's not working. I do wonder if it has to do with the redesign last year (which was garbage by the way). I emailed support 17 days ago and haven't gotten a reply. I'm jumping ship off this disaster! 



#8 CHIPS

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Posted 27 February 2017 - 02:09 PM

Be sure that you are running Ufile 2016 with "Administrator Permission".  Else Ufile 2016 will still run but won't be able to carry forward .u15 files from 2015.



#9 thenrix

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Posted 09 March 2017 - 07:47 PM

I can't bring 2015 forward into 2016 either. I am the administrator. I netfiled last year and created a pdf afterwards. I also tried to reopen the file with the 2015 program and now that gives me a "file not valid" I had opened it about 2 months ago with no issues. There is a bug in this version that is pissing me off..



#10 Maryannski

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Posted 15 March 2017 - 02:09 PM

Also have done all of suggestions...pdf 2015 done, saved 2015 again, running as Administrator.  Prior years donations, cap gains history....none carried forward.  Please advise and or fix,  In addition...had entered some data before realized prior year info missing.   As suggested, I tried carry forward again.  Now all previously entered data in 2016 is gone...must be reentered.



#11 Maryannski

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Posted 15 March 2017 - 02:13 PM

Perhaps related to this issue is the fact that the 2015 return was printed and mailed.  Status in 2015 return indicates it has not been submitted.  Can I change that somewhere to say it was in fact mailed?



#12 Maryannski

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Posted 15 March 2017 - 02:18 PM

So returned to 2015 and indicated that return would be mailed, not Netfiled.  Tried carry forward again...still missing prior year donations, cap gains etc.



#13 Maryannski

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Posted 15 March 2017 - 02:19 PM

I can't bring 2015 forward into 2016 either. I am the administrator. I netfiled last year and created a pdf afterwards. I also tried to reopen the file with the 2015 program and now that gives me a "file not valid" I had opened it about 2 months ago with no issues. There is a bug in this version that is pissing me off..

Have  you had any luck with this issue?  



#14 Maryannski

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Posted 15 March 2017 - 05:01 PM

Confirmed that 2015 must have been Netfiled or printed....using the Print button at the bottom of the Tax Return screen.  That updates the software so it knows the return was filed.  Tried this and it worked for me. Prior year donations and capital gains info now appear in 2016 return.  Yay






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