hrrisoncpa
Level 3
12-16-2019
01:02 PM
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Best Answer Click here
itonewbie
Level 15
12-16-2019
01:02 PM
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IMHO, the IRS has its reasons for producing 1040-SR, not for tax pros but for self-prepared returns of elderly folks. I wouldn't fault them for trying.
To suppress 1040-SR, try Screen 3.
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jerry
Level 7
12-16-2019
01:02 PM
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I can check the box on Screen 3, but it has no effect - Lacerte still produces the 1040-SR as the default for a senior (and it's not ready yet).
And how can I disable the 1040-SR for ALL clients? I don't want it. I don't see anything in Settings.
And how can I disable the 1040-SR for ALL clients? I don't want it. I don't see anything in Settings.
itonewbie
Level 15
12-16-2019
01:02 PM
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@IntuitAustin Could you please help look into this since I don't have 2019 Lacerte installed yet? But I can confirm that this is working fine with PTO. Thanks!
@jerry PTO shares the same tax logic with Lacerte. It is unusual that this is a problem in Lacerte when it works fine in PTO. Hopefully, Austin will give you an update soon. To change the default settings, click on the menu bar for Settings > Options, click on the "Tax Return" tab of the popup, then scroll down or select "Federal Tax Options" under Section on the left.
@jerry PTO shares the same tax logic with Lacerte. It is unusual that this is a problem in Lacerte when it works fine in PTO. Hopefully, Austin will give you an update soon. To change the default settings, click on the menu bar for Settings > Options, click on the "Tax Return" tab of the popup, then scroll down or select "Federal Tax Options" under Section on the left.
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jerry
Level 7
12-16-2019
01:02 PM
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Yes, that's where I first looked for an option to disable 1040-SR - in Settings > Options > Tax Return. There's nothing there for 1040-SR.
itonewbie
Level 15
12-16-2019
01:02 PM
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This is an early release. I'd give them until early/mid-Jan to roll out a more polished version.
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George4Tacks
Level 15
12-16-2019
01:02 PM
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Crap - @itonewbie just called me elderly. I did a prelim of my return and got the 1040SR.
@jerry be patient. I am sure the software will break something so that we can disable the 1040 for the elderly.
Answers are easy. Questions are hard!
@jerry be patient. I am sure the software will break something so that we can disable the 1040 for the elderly.
Answers are easy. Questions are hard!
itonewbie
Level 15
12-16-2019
01:02 PM
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@George4Tacks Lol, that's not called elderly, that's being wise in years.

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George4Tacks
Level 15
12-16-2019
01:02 PM
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I like ol' FART! That I can live up to.
Answers are easy. Questions are hard!
Answers are easy. Questions are hard!
abctax55
Level 15
12-16-2019
01:02 PM
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I F
T
Recent vanity plate I saw.

Recent vanity plate I saw.
HumanKind... Be Both
itonewbie
Level 15
12-16-2019
01:02 PM
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IntuitAustin
Intuit Alumni
12-16-2019
01:02 PM
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We should see the option to suppress the form coming sooner to e-file go-live in January. A lot of the tax content updates haven't been implemented in the program yet while we wait for final guidance from the IRS
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hrrisoncpa
Level 3
12-16-2019
01:02 PM
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As the person posing the question initially, I can report that the first response was correct. There currently is no ability to suppress the 1040-SR for ALL clients, but you can do it individually using Screen 3, immediately under the line for Tax Filing Envelope Size.
George4Tacks
Level 15
12-16-2019
01:02 PM
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It should be visible now with today's update.
Answers are easy. Questions are hard!
abctax55
Level 15
12-16-2019
01:02 PM
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Good job, George. I didn't bother to look, as filing a return of any type is a long way off for me, after many many updates come.
HumanKind... Be Both