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    I am an accounting instructor starting to use this for class. How can you get the program to populate a 1040-SR instead of a 1040? The birthdate input qualifies for SR.

    Is there an override to force it. I thought putting in the birthdate would populate a 1040-SR automatically.
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    1 Best Answer

    Accepted Solutions
    George4Tacks
    Level 15

    The SR is primarily for use by self prepared returns. For professionals, it is a waste of pixels (or maybe even, heaven forbid,  PAPER!)

    If you really want the 1040 SR you must do an override.

    Capture.JPG


    Answers are easy. Questions are hard!

    View solution in original post

    8 Comments 8
    George4Tacks
    Level 15

    The SR is primarily for use by self prepared returns. For professionals, it is a waste of pixels (or maybe even, heaven forbid,  PAPER!)

    If you really want the 1040 SR you must do an override.

    Capture.JPG


    Answers are easy. Questions are hard!
    PATAX
    Level 15

    What is a 1040-SR??? 😉

    Thank you. That was very helpful. It is required for the problem my students are doing in their textbook and I wanted to make sure I could figure it out and guide them.

    George4Tacks
    Level 15
    A waste of paper. Another "modernization" of the IRS to make life easier for it's participants in this great game of taxation.

    Answers are easy. Questions are hard!
    The-Tax-Lady
    Level 9

    2 pages of giant print. I thought ProSeries had a box on the Federal Worksheet that could be checked to generate that form choice. It could also be buried somewhere in the account set-up pages.

    PATAX
    Level 15

    Thanks a million, and all this time I thought it was a return for someone who immigrated from the Slovak Republic! Man am I getting dumb. Going to have to go back on tick tock.

    George4Tacks
    Level 15

    @PATAX Before you can go back on that thing, you do need to lern how ta spel it. 


    Answers are easy. Questions are hard!
    PATAX
    Level 15

    Actually it was Google Voice that spelled it. So they must be getting stupid too. IronMan might be right, it could be global warming is frying brains and computer circuits!