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September 9, 2022
Discussion ongoing

Condensed organizer improvement

Related products:Lacerte
  • September 9, 2022
  • 1 reply
  • 3 views

List the K-1s the taxpayer had the prior year in addition to 1099 sources on the condensed organizer for individual returns.  This will remind my clients and me that they need to bring in those K-1s when I am not preparing the S-Corp or Partnership returns. 

P.S. I don't know which module this should be in.  Maybe a module for Organizers would be nice.

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1 reply

October 12, 2022

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.