Greta
Level 9
12-07-2019
11:32 AM
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Terry53029
Level 14
12-07-2019
11:32 AM
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It a new 1040 form for seniors similar to the 1040ez
Just-Lisa-Now-
Level 15
12-07-2019
11:32 AM
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I'll still be using the regular 1040 for all clients, just like when we had the 1040EZ and 1040A.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Greta
Level 9
12-07-2019
11:32 AM
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Is there a way to program a default printing of 1040 (rather than 1040-SR) for all clients, or do I have to answer this question for each senior's return?
Just-Lisa-Now-
Level 15
12-07-2019
11:32 AM
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I feel like its a global setting somewhere....Id have to go digging.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Just-Lisa-Now-
Level 15
12-07-2019
11:32 AM
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From within a client file, TOOLS > Options>Miscellaneous and there's a box to check.
You wont find the Misc choice if youre looking at Tools > Options from Homebase.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
You wont find the Misc choice if youre looking at Tools > Options from Homebase.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
clr600
Level 8
12-07-2019
11:32 AM
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Even with the box checked the SR form is still printing as 1040 pages 3 & 4
garman22
Level 13
12-07-2019
11:32 AM
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Interesting.
itonewbie
Level 15
12-07-2019
11:32 AM
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This may help?
---------------------------------------------------------------------------------
Still an AllStar
Still an AllStar
IRonMaN
Level 15
12-07-2019
11:32 AM
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Lisa - how is that beta testing going for you? 🙂
Slava Ukraini!
sjrcpa
Level 15
12-07-2019
11:32 AM
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What an opportunity!
Ex-AllStar
Ex-AllStar
Just-Lisa-Now-
Level 15
12-07-2019
11:32 AM
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I already need to scrap it and start over....I cant get the 1040 to shown in Print Preview or print out, if I have entered Sch C or Sch F income on the return (I didnt bother to test W2 income)....shows up and prints fine as long as I don't enter any SE income LOL
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Just-Lisa-Now-
Level 15
12-07-2019
11:32 AM
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Well miraculously I CAN print the 1040 by itself today (only had a blank white screen yesterday) and as an added bonus it prints the 1040SR along with it too....but its missing when I try to print the whole return...so I dunno if this is "by design" or I have a bad program ....sigh....
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
poolcleaner
Level 9
12-07-2019
11:32 AM
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Having always done a second print job when the program printed a 1040-EZ or even worse a 1040-A, I plan to take some time in late December or early January to utilize the red exclamation point on each return with clients over the age of 65 to write a note (using Copy and Paste) to tell me to check the box to NOT file the 1040-SR.
poolcleaner
Level 9
12-07-2019
11:32 AM
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I just printed a trial dummy return and it worked but even though this was a new client (named Test 2019), it calculated a penalty which is new. In the past, Form 2210 showed the previous years's tax as zero unless you told it otherwise.
poolcleaner
Level 9
12-07-2019
11:32 AM
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Since I have known the great majority of my clients for many years I am very aware of who is or isn't 65 or older but it would be a big help if that would be one of the questions under the Client Analyzer.
garman22
Level 13
12-07-2019
11:32 AM
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Do you think PS will put a global checkbox to suppress the new 1040SR for all clients? I, as of now have to desire to file this new form. But I like your idea re: red exclamation point idea.
poolcleaner
Level 9
12-07-2019
11:32 AM
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Thank you and now if they would just put the 65 or older question in the Client Analyzer, it would be easy to search.
garman22
Level 13
12-07-2019
11:32 AM
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oh yeah, even better (I originally read your statement as going one by one). If I had to go thru my list, Im sure I would get 95%. But an analyzer would be lickety-split.
Terry53029
Level 14
12-07-2019
11:32 AM
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Garman see Lisa's answer from yesterday. There is a global checkbox, don't know if it works yet, but it is there
garman22
Level 13
12-07-2019
11:32 AM
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Thanks @Terry53029 . I did see it and made a note to check on that down the road. I have not as of yet d/l'ed the program.
Just-Lisa-Now-
Level 15
12-07-2019
11:32 AM
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I need to uninstall and reinstall at the office already, I cant get the 1040 to print if I enter any income into the return....and so it begins! LOL
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
garman22
Level 13
12-07-2019
11:32 AM
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So it does. God help us all. :smile:
The-Tax-Lady
Level 9
12-07-2019
11:32 AM
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AMEN to that! I won't be using the new 1040SR, especially since the 2019, 1040 has been improved.
Spluna11
Employee
12-07-2019
11:33 AM
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.
abctax55
Level 15
12-07-2019
11:33 AM
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Does Proseries use Screen ##'s ? I thought that was just a Lacerte thing.
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
( Generic Comment )"
Just-Lisa-Now-
Level 15
12-07-2019
11:33 AM
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ProSeries does not use screens like that.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
George4Tacks
Level 15
12-07-2019
11:33 AM
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So @eluna is a a ProConnect I don't Care Agent? She is just proving how difficult it is to see which of the products is being used. I am waiting with BAITED breath for the new and improved forum to clarify all of this mystery.
Here's wishing you many Happy Returns
Here's wishing you many Happy Returns
poolcleaner
Level 9
12-07-2019
11:33 AM
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@George4Tacks You can stop holding your baited breath since the comment has been removed!
George4Tacks
Level 15
12-07-2019
11:33 AM
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Bummer. I was so looking forward to some lutefisk.
Here's wishing you many Happy Returns
Here's wishing you many Happy Returns