Organizer forms printing despite absence of proforma'd data

Alerts and notices

The following Client Organizer forms automatically print if they were present in the client's prior-year return.

  • Estimates
  • Other Income
  • Schedule D
  • Capital Gains and Losses
  • IRA
  • Form 4136, Fuel Tax Credit
  • Form 6781, Contracts and Straddles
  • Residential Energy Credit
  • Form 8615, Tax for Children with Investment Income

Note: To remove the page from the organizer, open the appropriate input screen and choose Edit > Delete Screen Data.