david3
Level 5
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Yes, that's the process we've been using for years.

However, the instructions in the 2020 instructions appear to say that their is a way for the client to enter data in their organizer and that their is a way for us to import that data in the client's 1040.

As I mentioned in my prior post, I guess the instructions aren't clear and therefore, these are not options available for the tax organizers.

Thanks for your help.

0 Cheers