2018 organizer includes employee business, investment exp, etc. as Sch A deductions for client to complete. Anyone know how to eliminate just these from organizer?

Forum|Forum|6 years ago
December 6, 2019
2 replies
32 views

Trying to complete organizer modifications so we can print early. I don't want to send the misc. deductions on the organizer, make my clients fill it all in and then tell them none are deductible. I've already informed them but if the organizer goes out the way it is now it's just going to create a big issue, lots of phone calls and explaining. Help

Lacerte Tax

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Best answer by IRonMaN

But why would you want to cheat your clients out of a potential state deduction? Most states didn’t adopt the federal changes

15

IRonMaNAnswer

Level 15

But why would you want to cheat your clients out of a potential state deduction? Most states didn’t adopt the federal changes

15

Slava Ukraini!

T

TaxGuyBill

Level 15

Are we really at that high of a count already?

abctax55

Level 15

When printing organizers, go to the "settings" and suppress Schedule A.

edit...we were typing at the same time. I don't think that is possible...you may have to manually pull that page.

HumanKind... Be Both

L

LindaSkiAuthor

Level 3

Thanks everyone. I think I'll just put a letter in. The misc. deductions lists overlaps 2 pages, one I need, the other I don't. I never gave consideration that other states were different. Guess I better start getting my "individual tax return" mode brain going again.

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