Professional Editions - Showing Prior Year Amounts within Print Organizer

When you print organizers for your clients, prior year amounts will show only if the right conditions are met. The prior year return must include the right forms with amounts, and that information must have imported successfully. Be sure to check the return after import.

If you are seeing items but no amounts for them, this could be due to the existence of a form without amount information. For example, if you imported a Form 1099-DIV Dividends and Distributions for 2019 into a 2020 return, and there was no income for the same item in 2020 but you did not delete the 1099-DIV from the 2020 return, you may get an item with no amount.

Please also review the Print Applicable Organizers and Print Selected Organizers options to see whether you are printing the organizer you want. In the area to select an organizer, go through sub-categories such as Income Organizer.

If you cannot determine the specific condition for an amount, please provide us specific information about what information (what type of income or expense, lost, deduction, etc.) is not showing.

See the How to Print Client Organizers FAQ for more information.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.