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Level 2
January 20, 2020
Question

2019 Organizers

  • January 20, 2020
  • 3 replies
  • 13 views

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

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3 replies

Accountant-Man
Level 13
January 20, 2020

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 am "Elevating with Intention!"
JMT2022Author
Level 2
January 20, 2020

There are no amounts in the 2018 column.

Accountant-Man
Level 13
January 20, 2020

Did you transfer from 2018 1040?

** I am "Elevating with Intention!"