Skip to main content
Level 3
September 23, 2022
Solved

Can you lock or overide the prepares date on the 1040?

  • September 23, 2022
  • 2 replies
  • 19 views
ProSeries removed the ability to lock the prepares date on the 1040 is there a way to lock it.
This topic has been closed for replies.
Best answer by Just-Lisa-Now-

You can make it so NO date prints by the preparer signature. 

Tools > Firm/Preparer Info, make sure the Print Date on Return box is unchecked.

Theres no option to lock it though.

 

2 replies

dkh
Level 15
September 23, 2022

You can override the date on the Form 1040 by going to the 1040/1040SR Worksheet - scroll down to the date in the Paid Preparer information

Level 3
September 23, 2022

There is no paid preparer information on the 1040/1040SR wks........or at least on mine.  Is there another place to look?

dkh
Level 15
September 23, 2022

page 8 of the 1040/1040-SR Worksheet has Paid Preparer section....

Just-Lisa-Now-
Intuit Community Champion
September 23, 2022

They added this option, but when I have it checked, it makes some weird coding appear for the date on the letter/invoice for NEW clients, I honestly havent even spot checked if it actually freezes the date.  I always have a printed or PDF of any return thats been filed, so I dont pay much attention to the date when I open the file and print later. 

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Just-Lisa-Now-
Intuit Community Champion
September 23, 2022

You can make it so NO date prints by the preparer signature. 

Tools > Firm/Preparer Info, make sure the Print Date on Return box is unchecked.

Theres no option to lock it though.

 

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 3
September 23, 2022

Would be nice if ProSeries would just change it back for the 1040 as they do with state returns and 8879's so that you could just overide the date which essentially locks it.

Can you hear this suggestion ProSeries?