I would like to have the option of including the Schedule A in the Preparer Copy of the 1040 even if the client doesn't itemize. Is there a way to do that in ProSeries Basic? Of course I do NOT want it to be included in the file copy - just my copy.
Not sure about Basic but in Professional there is Go to File>Print Options>Select Return Type: 1040
then find column for Preparer Copy - expand the Government forms filed with return - find Schedule A - change it from If Required to If Any Data
That should do it
Same as Camp 1040 - I don't see that option in Basic. I don't even see Print Options under File - perhaps there's another way to get there? Yes I know I can print while I have the Schedule A open - but I'd like to have the option to save it in the pdf version of the Pro copy.
Thanks Lisa - I'm the original poster. Off-topic I have a very small solo practice and Basic has worked great for me over the years - only issue I have is it won't calculate NOL's - and those come up so infrequently for me that I have to re-learn the process every time lol. Professional version unfortunately is way out of my price range. Thanks for the post. Too bad about the print options cuz that sounds like what I'm looking for.
Open the return in professional using the restore file option. Calculate the nol use your own worksheet and transfer the results to basic manually.
All of your entry is going to be on other income line with supporting statement backing it up.
I have had to do it twice in 8 years a little labor-intensive but cheaper than a version you really don't use or need.
Thanks @Camp1040 that's a great idea! I'd love to be able to use the pay-per-return feature for oddball (for me) returns but the added cost is more than I'm willing to pass on to my clients. There's a reason why they have NOL's - just sayin'. Thanks all!