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Need 2022 fiduciary organizer but 2021 Lacerte program will not print

Level 1
Fiduciary program for 21 asks me to import data from 20 to print 22 organizer
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1 Comment 1
Level 15

Click the No button to use the 2021 defaults.

IF you used the organizer for 2021, THEN you would import the prior year letters, questionnaire, etc.


Here's wishing you many Happy Returns