Re: Lacerte E-Organizer

Kathryn S · ‎10-28-2025

Is there a reason that Social Security does not appear in the E-Organizer? The clients have been confused when it is not there to add and they had it the year before. Also, is there some way to add a new type of income, ie interest or dividend income if it was not there the year before?

Also, will this be made available for Apple products in the future? Some of our clients are very frustrated that they cannot use this without having to purchase a compatibility program.

Thanks,

sjrcpa · ‎10-28-2025

It has never been available for Apple products. I gave up asking/suggesting.

The more I know the more I don’t know.

Kathryn S · ‎10-29-2025

Thanks for responding. I agree with "The more I know the more I don't know."

Kathi_at_Intuit · ‎10-31-2025

Hi @Kathryn S

Thanks for posting in the Community!

We checked on this and the Social Security information should appear under General > Taxpayer Information in the E-Organizer. If it’s missing, check Screen 1 Client Information to confirm it’s entered correctly. If it is there and is correct we'd recommend contacting Lacerte Support for help. The E-Organizer does allow for new income types (like interest or dividends) to be added by selecting <Add New> under the appropriate income category and entering the details.

As for Apple product compatibility, we understand the frustration this causes for clients and appreciate the feedback. We’ve shared this feedback with our development team for consideration in future updates.

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View solution in original post

Kathryn S · ‎11-25-2025

I did not ask about the Social Security number input. my issue is that there is no place for the 1099-SSA income to be reported on the E-organizer. Where is this to be input?

Kathi_at_Intuit · ‎12-01-2025

Hi @Kathryn S Thanks for the clarification! In the e-organizer, if the option to add the SSA-1099 is not available, you can add a new form. To enter it:

In the e-organizer select Add New Form
Click Income
Scroll down to the Social Security /Other Income section. Select that option to input the Social Security benefits information.

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Kathryn S · ‎12-03-2025

Thanks so much.