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Returning Member
posted Mar 2, 2024 11:31:40 AM

Mac Easystep not listing all entered interest/dividend accounts

Mac Easystep not listing all entered interest/dividend accounts.

I originally selected "Walkme through..." then realized when I did not edit data for a account from last year, it was deleted ( I see this by looking at forms). That is, I opened an account to see what data was there, but did not enter new data. So I want to change to "I'll choose what I work on" for "Wages and Income"

but I cannot find a way to do that. If I choose Wages and Income tab it will only list the accounts from last year that I have not yet opened. Not those that I already viewed and want to edit. If I continue then it goes to Deductions and Credits. If I select "choose what I will work on", then select the wages and income tab, It does not show all the accounts, just the un-viewed ones.

 

Help!  I am afraid that if I continue, it will delete entries/forms for all the Distributions that I have not yet entered. And I don't want to start over since I have already spent hours setting up and importing some data.

Thanks for any help!

 

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1 Best answer
Returning Member
Mar 2, 2024 12:04:16 PM

I saved a copy of the file with current status as backup. Then on the page showing just the "not entered accounts",  I continued.  Then it gave me the option to choose what to work on next with all accounts shown.

So problem solved.

1 Replies
Returning Member
Mar 2, 2024 12:04:16 PM

I saved a copy of the file with current status as backup. Then on the page showing just the "not entered accounts",  I continued.  Then it gave me the option to choose what to work on next with all accounts shown.

So problem solved.