Question
ORGANIZER - PRIOR YEAR DATA NOT POPULATING
I'm late getting organizers out due to an illness and so now am trying to get them out in a hurry this week. I've edited the questionnaire and the client letter, I've transferred the 2024 data to the 2025 program. However, when I print the organizers, the 2024 data is not populating. Appropriate forms are present for specific clients and data such as interest, dividends and employers appear but the prior year amounts are all blank.
Has anyone had this issue? I had the same problem last year but failed to notice it until the organizers were already sent to clients. I've used Lacerte for 30 years and have never had this issue prior to last year.
