IRS has released Form 1040-SR. It's a joke. I don't see anywhere within Settings/Options to suppress it. and force Form 1040. Am I missing it?

[itonewbie · Accepted solution]

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.

[jerry]

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.

[itonewbie]

@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]

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]

This is an early release.  I'd give them until early/mid-Jan to roll out a more polished version.

[George4Tacks]

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.

[itonewbie]

@George4Tacks Lol, that's not called elderly, that's being wise in years.

[George4Tacks]

I like ol' FART!  That I can live up to.

[abctax55]

I   F   T
Recent vanity plate I saw.

[itonewbie]

:joy:

[IntuitAustin]

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

[hrrisoncpa]

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]

It should be visible now with today's update. 

[abctax55]

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.