TaxTackler
Level 3

How do you turn of 1040-SR in Pro Series Professional? TIA

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IRonMaN
Level 15

There is a box to check on the federal information worksheet to kill it.


Slava Ukraini!

View solution in original post

Just-Lisa-Now-
Level 15
Level 15

From within a client file, Tools > Options> Miscellaneous  it will be saved for all clients

nosr.png

 


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TaxTackler
Level 3

Both you and Ironman were correct.

1. There's a box on the Info Worksheet, Part I Personal Info.  AND 

2. Tools >Options>Misc 

Thank you!

 

Just-Lisa-Now-
Level 15
Level 15

His way is per client, my way is across all clients.  So you have different options.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Terry53029
Level 15
Level 15

even if you check the box in options, if your client is 65 or older, you still have to check box on info worksheet. I have box checked in option, and if I don't also check box on info worksheet I get an error, and box is pink

Greta
Level 9

I went to Tools but couldn't find "Miscellaneous" link

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Terry53029
Level 15
Level 15

to see the miscellaneous link you have to be in any clients open return

Just-Lisa-Now-
Level 15
Level 15

@Greta wrote:

I went to Tools but couldn't find "Miscellaneous" link


From within a client file, Tools > Options> Miscellaneous


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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