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Social Security Place holder from previous year

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Social Security Place holder from previous year

pbp

Show place holder if client has previous year social security income.

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

Status: Open for voting
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6 Comments
Just-Lisa-Now-
Level 15
Level 15

If they had SS benefits in the prior year then the SS worksheet appears in the Form in Use List, I know its not a "flag" insisting that youre missing something, but if youre paying attention to your forms in use, it will be shown there if they had it the year prior.

Ephesians3-14
Level 8

Agreed - the SS worksheet field should be "pink" (looking for an entry in that field) if the taxpayer had SS benefits in the pervious year. This should have been in the software YEARS ago. Intuit needs to "flag" the SS benefits worksheet to remind the preparer to ask the taxpayer for their SSA-1099. Many older taxpayers forget to give us this 1099.

pbp
Level 3

This should be such an easy fix.  I know I've seen this requests many times. Not sure why it has never been addressed. Maybe now we have hope

Just-Lisa-Now-
Level 15
Level 15

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https://proconnect.intuit.com/community/proseries-tax-idea-exchange/idb-p/603

 

taxiowa
Level 9
Level 9

Do as Lisa says.  But just in case, we always mark each effected tax folder with a big red SS.  This is so when info comes in we know to ask them if they have their SS stmt.

IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

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