Trying to create a 2023 client organizer for existing client. Instructions say go to file transfer and select box 1 "2022 Form 1040 to 2023 Organizer". This is not an option in the drop down window - has anyone had a similar problem?
I believe so - I am on a year 3 of my 3 year contract. I was able to generate the client organizers in prior years. I assume the features would be the same over the 3 years.
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