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J
JADinAZ
Level 4
April 26, 2021
Question

Can I force a Schedule A to be included in the Preparer Copy if client doesn't itemize? I use ProSeries Basic.

  • April 26, 2021
  • 2 replies
  • 22 views

I would like to have the option of including the Schedule A in the Preparer Copy of the 1040 even if the client doesn't itemize.  Is there a way to do that in ProSeries Basic?  Of course I do NOT want it to be included in the file copy - just my copy.

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2 replies

Camp1040
Camp1040
Level 10
April 26, 2021

I manually print the form from the schedule A tab when I want to have a copy for my records, I haven't tried to save a PDF as part of the return.

    dkh
    dkh
    Level 15
    April 26, 2021

    Not sure about Basic but in Professional there is   Go to    File>Print Options>Select Return Type: 1040

    then find column for Preparer Copy - expand the Government forms filed with return - find Schedule A - change it from If Required to If Any Data

    That should do it

      Camp1040
      Camp1040
      Level 10
      April 26, 2021

      I use basic, that option not avaliable or maybe I haven't found it.

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