Is there a way to program a default printing of 1040 (rather than 1040-SR) for all clients, or do I have to answer this question for each senior's return?
From within a client file, TOOLS > Options>Miscellaneous and there's a box to check. You wont find the Misc choice if youre looking at Tools > Options from Homebase.
I already need to scrap it and start over....I cant get the 1040 to shown in Print Preview or print out, if I have entered Sch C or Sch F income on the return (I didnt bother to test W2 income)....shows up and prints fine as long as I don't enter any SE income LOL
Well miraculously I CAN print the 1040 by itself today (only had a blank white screen yesterday) and as an added bonus it prints the 1040SR along with it too....but its missing when I try to print the whole return...so I dunno if this is "by design" or I have a bad program ....sigh....
Having always done a second print job when the program printed a 1040-EZ or even worse a 1040-A, I plan to take some time in late December or early January to utilize the red exclamation point on each return with clients over the age of 65 to write a note (using Copy and Paste) to tell me to check the box to NOT file the 1040-SR.
I just printed a trial dummy return and it worked but even though this was a new client (named Test 2019), it calculated a penalty which is new. In the past, Form 2210 showed the previous years's tax as zero unless you told it otherwise.
Since I have known the great majority of my clients for many years I am very aware of who is or isn't 65 or older but it would be a big help if that would be one of the questions under the Client Analyzer.
Do you think PS will put a global checkbox to suppress the new 1040SR for all clients? I, as of now have to desire to file this new form. But I like your idea re: red exclamation point idea.
oh yeah, even better (I originally read your statement as going one by one). If I had to go thru my list, Im sure I would get 95%. But an analyzer would be lickety-split.
So @eluna is a a ProConnect I don't Care Agent? She is just proving how difficult it is to see which of the products is being used. I am waiting with BAITED breath for the new and improved forum to clarify all of this mystery.
