MDFTAX
Level 3
‎03-13-2025 05:28 PM

Dear Community,

Our clients want to start uploading their 2025 documents into the tax organizer. But I don't see one for 2025.

What do you suggest to your clients who want to start uploading 2025 documents?

Do you tell them to upload to the 2024 tax organizer?

 

Thanks!

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George4Tacks
Level 15
‎03-14-2025 08:58 AM

Are you really trying to prepare 2025 tax returns? Seems a bit early to do something where the forms are not available. You should be using the form year for the year the 1st day of the fiscal year you are filing, if this is not a 1040.


Answers are easy. Questions are hard!
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IRonMaN
Level 15
‎03-14-2025 10:25 AM

While Tesla sales are down, evidently DeLorean sales are up. 😁


Slava Ukraini!
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George4Tacks
Level 15
‎03-14-2025 04:36 PM

Short answer. Yes use the 2024 Organizer.


Answers are easy. Questions are hard!
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