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1040-SR

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Level 3

Is it possible to turn off the 1040- SR function on the Lacerte program. Clients wife who is in her 50's wants a regular 1040 even though the husband is over 65

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Level 15

There is no requirement for anyone to use the 1040-SR.  You can simply turn that off by going to Screen 3 and entering 2 on the line for Form 1040-SR: 1=when applicable, 2=suppress [O].

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Still an AllStar

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Level 15

There is no requirement for anyone to use the 1040-SR.  You can simply turn that off by going to Screen 3 and entering 2 on the line for Form 1040-SR: 1=when applicable, 2=suppress [O].

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Still an AllStar

View solution in original post

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Level 10

A simple search on the Lacerte forum for "1040-SR" led me to George's answer here:

https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/how-do-i-turn-off-1040-sr...

Edit: itonewbie snuck in a few seconds ahead of me!