abctax55
Level 15

The organizer comes from the 2022 program (see comment below).

Proforma'ing to 2023 is irrelevant to the organizer.  BUT, waiting until a lot later to proforma is a smart move.   Other than using 2023 for tax planning, there is not much in the program that's usable.

IF you want to do organizers before year-end, I'd wait for at least one more update (like maybe one to day as it is Thursday ;-).  Any software changes to the organizer part of program are highly unlikely; Intuit is focused on the 2023 program.  At least, IMHO.  YMMV.

"*******Tax software is no substitute for a professional tax preparer*******
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