The current Short organizer contains questions that are no longer relevant and doesn't have others that are needed. The casualty loss and moving expense questions need to be removed or clarified that they are now only applicable in very limited circumstances. The alimony question needs to be removed. A question on Foreign Bank or Investment accounts needs to be added. I am sure there are others, but the old questions have my clients spending time collecting information that is unnecessary, and I have to ask the Foreign bank question myself every year.
I agree with with modifying the Tax Organizer. I would like to see the Banking Information & Driver's License to replicate the Long Organizer. I would like to see a current year Column for Income .
Any update as to if Intuit Pro Series is planning to update the short organizer for 2023. Why would it still have the question about the PPP Loan for the personal tax return.
