Lacerte Tax Idea Exchange
Submitted by GCOTLV on 08-13-2024 06:48 AMThe organizer format needs to be changed or font size reduced so that more of the payer name shows on the pdf copy of the organizer. Often times we have identifiers at the end of the payer name when there are multiple 1099s from the same broker, but they don't show up on the organizer interest and dividend page because they are cut off. We really don't need all those columns for clients to fill in because we will get the information from the 1099. We have a similar issue for K-1 partnership names. The name column should be wider and the other columns smaller.
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