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- Reminder Notes not transferring
Reminder Notes not transferring
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MtnTaxMan
Level 3
Monday
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OMG Really? I make frequent use of reminder notes on a field in ProSeries. I used the ProSeries Organizer this year to send out to clients. Guess what? The reminder notes do not transfer but the various 2023 figures DO! If I transfer 2023 1040 to 2024 1040 the reminder notes do transfer. If I transfer the 2024 Organizer to 2024 1040 the reminder notes do not transfer because they did not transfer from the 2023 1040. Now that is SMART PROGRAMMING. Almost as good as lacerte locking up 55,000 times a day.
So what's the use of the organzier? ZERO. Most clients don't fill them our anyway.
Rant #1 for this tax year - there will be more.
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