jvmorrow
New Member

Trying to update dividends in a pro forma. I keep getting the message “Hmmm looks like we hit a snag. We recommend you revisit the last topic you were working on to?

make sure all your info is correct. Did that, keep getting the same message. Only income item I can update is the. SSA and IRA info —- that’s the field I entered initially. Only field I could enter is tax refund —— cannot update dividends nor interest?