How to print 2019 Organizers? In 2018 Lacerte, I get an error message: "If you need to print an Organizer based on 2017 return data..."

TaxesInMA · ‎12-07-2019

In Lacerte 2018 when I'm trying to print out Organizers for the upcoming tax year (i.e. tax year 2019), I am getting a message from Lacerte 2017: "please verify that you have installed the 2017 Proforma CD and launch this feature from the 2017 Tax program."

We have 2017 Lacerte. We have 2018 Lacerte. I'm now trying to use 2018 Lacerte to prepare for tax year 2019.

abctax55 · ‎12-07-2019

Make sure you have the latest update downloaded in the 2018 program... THAT's what has the organizer/proforma info.

B U T.... I would S T R O N G L Y advise you to wait as there WILL be changes. They've already had to do one revision.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

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TaxesInMA · ‎12-07-2019

Thanks. I thought I had 2018 Lacerte entirely up to date but there was a manual update I had to trigger. That enabled Organizers.

100% agree to not think about finalizing Organizers yet. Just curious about what changes they've made, spending a little time looking into it during relative downtime.

sharon · ‎01-15-2020

My 2018 and 2017 are up to date but the organizers are still printing the incorrect amounts on Schedule B. I haven't checked the other mentioned schedules yet. Have the bugs been worked out of this or am I doing something wrong on my end?

Thanks