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How to print preparer signature date on 1040

moviemom
Level 2
 
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5 Comments 5
abctax55
Level 15

Try Settings > Tax Return > Tax Return Options > down to 'Computer Date as PIN Signature Date.  Change it to yes.

That may work, but it will also print that date on the F 8879 AND use that date for allowing the return to be efiled.   I do NOT do that, as physically entering the client signature date from a signed F 8879 is the LAST step before efiling a return (after verifying all numbers.  That procedure has saved my tush a few times 😀

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
sjrcpa
Level 15

Enter it as a minus date " -020320" In the Invoice, Letter, Filing Instructions screen Date field


Ex-AllStar
abctax55
Level 15

I like your answer better.... especially since mine doesn't work anyway 😁

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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moviemom
Level 2

Thank you both for your responses. The signature date is automatic on the preparer file copy. However, it is not automatic on the client copy. I would like for it to be automatic on the client copy too so I don't have to manually fill it in. I could have sworn that in prior years the date was automatic.  It was not necessary to use the F 8879 settings or manually go into Invoice, Letter, Filing Instructions for each tax return.

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karter
Level 1

Just another example of Lacerte's drive to mediocrity.  Features that made it an outstanding product seem to vanish in a cloud of intuit ads.  Pretty soon it will turn into turbo tax with a funny jingle! 

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