Skip to main content
Level 3
April 10, 2026
New

Alert that social security needs to be entered based on prior year

Related products:ProSeries
  • April 10, 2026
  • 1 reply
  • 5 views

Social Security, unlike W-2s which usually contain errors when opening a transferred client file, needs to have a prompt if social security was received in the year prior. 

Clients social security paper wasn't brought to be included in the return mandating an amended return. 

 

1 reply

Just-Lisa-Now-
Intuit Community Champion
April 10, 2026

Ive been doing the same thing I do for IPPINs, if you right click in the entry box and choose Add Note and type something in the box, it will trigger an error on those lines (and inserts a zero) in futures years returns, its a handy reminder. 

But I agree, if they had SS in one year, it should prompt for it the following years same for the IPPIN..

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪