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Form 1040

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Level 2

How do you hide the bank routing number and account number on the client copy of Forms 1040 and

540 for direct deposit of refunds?

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1 Solution

Accepted Solutions
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Level 2

I called Lacerte. It is not currently an option. It has been proposed as an option for future enhancement. Thank you for your response.

View solution in original post

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4 Replies 4
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Level 15
Level 15

Im not sure you can, or if youd want to.  The client would want to see the account number on their copy of the return to be sure its correct, just in case the refund doesn't arrive.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Level 2

The client asked that it be hidden. They know their bank info & don’t want others to see it.

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Level 15
Level 15

This isn't an option in the program that I've ever seen. 

If you have the full Adobe Acrobat program, you could save to PDF then edit it and print the edited copy for them.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Highlighted
Level 2

I called Lacerte. It is not currently an option. It has been proposed as an option for future enhancement. Thank you for your response.

View solution in original post

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