ProConnect HelpIntuit HelpIntuit

Generating Schedule A (Form 1040), Itemized Deductions in ProConnect

SOLVEDby IntuitProConnect Tax16Updated July 26, 2021

ProConnect optimizes between itemized deductions and the standard deduction to generate the lowest tax burden for your client.

To enter itemized deductions for the Schedule A

  1. Go to the Input Return tab.
  2. Select Deductions from the left menu, then Itemized Deductions (Sch A).
  3. Enter the applicable deductions in the tabs across the top menu.
  4. Go to the Check Return tab to review the Schedule A.
    • If the Schedule A isn't generating, then ProConnect has determined that the standard deduction is more beneficial. However, you can force the Schedule A to print for your review, or force the return to itemize using the instructions below.

To force the Schedule A to print

  1. Go to the Input Return tab.
  2. Select Deductions from the left menu, then Itemized Deductions (Sch A).
  3. Go to the Less Common Scenarios tab.
  4. Enter 1 in the field 1=force Schedule A to print (not for EF), 2=when applicable [Override].

To force the return to itemize deductions

  1. Go to the Input Return tab.
  2. Select Deductions from the left menu, then Itemized Deductions (Sch A).
  3. Go to the Less Common Scenarios tab.
  4. Enter a 1 or 2 in the field 1=must itemize, 2=elect to itemize, 3=force standard deduction [Override].
    • Enter 1 if the taxpayer is Married Filing Separately and their spouse also itemized, or if the taxpayer was a dual status alien. If neither of those situations apply, enter 2.

Related topics

Schedule A Itemized Deductions- Taxes FAQs
Entering qualified mortgage insurance premiums in ProConnect Tax
Where do I enter state taxes for the Schedule A, line 5?
Schedule A - Contributions FAQsSchedule A Itemized Deductions- Taxes FAQs

Was this helpful?

You must sign in to vote, reply, or post
ProConnect Tax

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.