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State requirements for printing draft forms from professional tax software

SOLVEDby IntuitLacerte Tax38Updated October 21, 2021

Many states requested that only final approved versions of their forms can be print from professional tax software. To follow the state's recommendations, while helping our preparers maintain their workflow as much as possible, we'll continue to provide draft versions of all forms. However, the states listed below will have the print option turned off for any nonfinal form until it is final and approved by the state agency.

Printing of any non-final form will be blocked for the following states:

ALARAZCACO
CTDCDEGAIA
IDILLAKYKS
MAMDMEMIMN
MOMSMTNDNE
NHNMOHOKOR
PARISCTXVA
VTWIWV

When printing a tax return that contains nonfinal forms, those nonfinal forms will print as a blank page with an Unavailable notification, meaning the form is not yet final. You'll also not be able to print a nonfinal form. If the form has e-file approval, you'll be able to e-file those returns, even if you can't print the forms.

To view the status of a particular form for federal and state agencies, see the Form Status Tool.  Our focus and commitment remains to have forms finalized and approved by their agencies as quickly as possible.

Viewing the Return

When reviewing your completed returns in the Forms you'll be able to review returns on-screen.  Critical diagnostic messages will appear for each nonfinal form included in that return, indicating the status for each nonfinal form.

Printing a PDF for the Return:

When printing a PDF for an entire return that includes states that have nonfinal forms will print all final forms and also nonfinal, watermarked forms for federal returns and those states that allow nonfinal watermarks.  For any of the states listed above, nonfinal forms will print a blank sheet with the form name and a This form is not available for this release notification.

Printing Select Forms:

You can use Partial Print from the Print Tax Return window to print any final form and also nonfinal, watermarked forms for federal returns and those states that allow nonfinal watermarks.  For any of the states in the list above, nonfinal forms will print a blank sheet with the form name and a This form is not available for this release notation.

When printing a tax return that contains nonfinal forms, those nonfinal forms will print as a blank page with an Unavailable notification, meaning the form is not yet final. You'll also not be able to print a nonfinal form. If the form has e-file approval, you'll be able to e-file those returns, even if you can't print the forms.

To view the status of a particular form for federal and state agencies, see the Form Status Tool.  Our focus and commitment remains to have forms finalized and approved by their agencies as quickly as possible.

Viewing the Return

When reviewing your completed returns in the Check Return tab you'll still be able to review returns on-screen.  Critical diagnostic messages will appear for each nonfinal form included in that return, indicating the status for each nonfinal form.

Generating a PDF for the Return:

When generating a PDF for an entire return that included states that have nonfinal forms will print all final forms and also nonfinal, watermarked forms for federal returns and those states that allow nonfinal watermarks.  For any of the states listed above, nonfinal forms will print a blank sheet with the form name and a This form is not available for this release notation.

Printing Select Forms:

You can use Partial Print from the File Return tab to print any final form and also nonfinal, watermarked forms for federal returns and those states that allow nonfinal watermarks.  For any of the states in the list above, nonfinal forms will print a blank sheet with the form name and a This form is not available for this release notation.

When printing a tax return that contains nonfinal forms, those nonfinal forms will give you a notification that they can't be printed, meaning the form is not yet final. If the form has e-file approval, you'll be able to e-file those returns, even if you can't print the forms.

To view the status of a particular form for federal and state agencies, see the ProSeries Release Dates.  Our focus and commitment remains to have forms finalized and approved by their agencies as quickly as possible.

Viewing the return for Professional and Basic

Reviewing returns on-screen doesn't change.  If a form isn't final, you'll see a red ‘Do Not File’ on the form and a yellow bar on the top of the form which will tell you when the form is anticipated to be finalized.

Print preview for Professional and Basic

When using print preview to review returns that contain a state with non-final forms, you will be able to view all forms on the screen however the ability to print from the print preview screen will be disabled

Printing the whole return for Professional and Basic

When printing an entire return that includes states that have nonfinal forms as part of the return, you'll receive a pop up warning that tells you which states didn't print. Any federal and state returns that are final, or that allow nonfinal forms to print, will be printed.
nonfinalformscorepop.png

Print selected forms in Professional and Basic

You can use Print Selected Forms to print any final form and also nonfinal watermarked forms for federal returns and those states that accepts nonfinal watermarks. For any of the states in the list above you won't be able to print any nonfinal forms using the print-selected forms. If you select several forms that include nonfinal forms from these states, only the final forms will print.

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