Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How to NOT print 1040-SR for all clients

Greta
Level 9
 
0 Cheers
1 Best Answer

Accepted Solutions
Just-Lisa-Now-
Level 15
Level 15

and it must carry over from year to year, I dont think I have to make this selection each year!


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

0 Cheers
6 Comments 6
Jim-from-Ohio
Level 11

I don't see an option to turn off SR for all returns.. but i always opt out.. the 1040-SR is more difficult to follow than the real 1040.

0 Cheers
Greta
Level 9

I too always get rid of the 1040-SR, so that all the returns are uniform. I am positive last year I believe it was Lisa who pointed to a single click that accomplished this, I just can't find her answer. I'm sure it can be done. Lisa?

0 Cheers
Greta
Level 9

Lisa did answer this question on 12-14-21.

Go to any client, open his file. Go to Tools > Options > Miscellaneous on the left side.

If you choose to not print the 10-SR version, check that client's box, and apparently it carries to ALL your other clients.

This works!

Just-Lisa-Now-
Level 15
Level 15

and it must carry over from year to year, I dont think I have to make this selection each year!


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
0 Cheers
Greta
Level 9

Hmm, the selection vanished in the new 2024, that's why I went back to your prior advice, and found it.

Maybe the updated 2024 will have it. At any rate, thank you! (The other help I'm ever grateful to you for is Form 1095-A, how not to have to  type 36 numbers per form...)

0 Cheers
Just-Lisa-Now-
Level 15
Level 15

I havent downloaded 2024 yet.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪