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.