JohnTheresa
Level 2

2021 Organizer not printing all the prior year amounts.  My client had six bank accounts with interest but only five were shown on the Organizer.  The largest one was omitted causing concern that i had not reported it in 2021.  I had.  Also,  under the itemized deductions the amount for real estate taxes held for investment did not show.  The principal residence did.  My client is very upset that I had made two errors on her prior tax return when in fact I hadn't made any errors.  The amounts just did not show on the organizer.

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