andrewfoxcpa
Level 2
02-04-2021
08:20 AM
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Just noticed my annual tax organizers (that I generate in 2019 software) are not populating 2019 prior year data...W2 income, interest, dividends, schedule C revenue/expenses. I know other people using Lacerte who are not having this issue, and I have not changed any organizer settings. Anyone know what is going on and how to fix it? My clients need to see prior year data as a point of reference when completing these organizers.
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