JMT2022
Level 1

The 2019 Short Organizer page 2 & 3 have 2018 over the place for clients to enter their 2019 Amou

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Accountant-Man
Level 13

No, that is for showing the 2018 amounts. This has always been this way. Page 3 has a 2019 column left of 2018 amounts, but page 2 does not.

You should get the actual documents anyway, like W2s and 1099-DIVs.

** I'm still a champion... of the world! Even without The Lounge.
JMT2022
Level 1

There are no amounts in the 2018 column.

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Accountant-Man
Level 13

Did you transfer from 2018 1040?

** I'm still a champion... of the world! Even without The Lounge.
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