New
Restore character limitation in 2022 organizer
The character limitation on the prior year information printed on the 2022 organizer is much shorter than it was on the 2021 organizer (from 30 characters to 18). This eliminates the portion of the client's account numbers entered to provide the client with a more meaningful checklist. For example, on the 2022 organizer three dividend items show "Merrill Lynch", vs the 2021 organizer which showed "Merrill Lynch #1, Merrill Lynch #2, Merrill Lynch #3". It is unknown if this character limitation will extend to the 2022 tax forms.
