How to Transfer Between Committees

If you’re transferring money from one of your committees to another, it’s important to enter the data correctly for compliance reporting.

For this example, let’s say you’re transferring money from John for President 2024 to John for President 2028. In the 2024 account, you’d enter an expense to the 2028 committee. In the 2028 account, you’d enter a monetary contribution from the 2024 committee. As long as the two committees are linked in the Relationships section, the Reporting Code TSF will pull on the CA 460.

Note – this scenario is not applicable for internal transfers between bank accounts underneath the same filer. For more info on internal transfers, click here.