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smhoward427
Level 1
March 30, 2026
New

List Social Security Income only once on the Organizer

Related products:ProSeries
  • March 30, 2026
  • 1 reply
  • 4 views

Please change the organizer so the client only has to list the social security income once.  It is listed under 2025 Income, and then again under ORG10, Social Security Benefits.

    1 reply

    IRonMaN
    IRonMaN
    Level 15
    March 30, 2026

    Yeah, the Social Security organizer team needs to get their act together.

    Slava Ukraini!
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