1040-SR

[TaxTackler]

How do you turn of 1040-SR in Pro Series Professional? TIA

[IRonMaN · Accepted solution]

There is a box to check on the federal information worksheet to kill it.

[Just-Lisa-Now-]

From within a client file, Tools > Options> Miscellaneous  it will be saved for all clients

[TaxTackler]

Both you and Ironman were correct.

1. There's a box on the Info Worksheet, Part I Personal Info.  AND 

2. Tools >Options>Misc 

Thank you!

[Just-Lisa-Now-]

His way is per client, my way is across all clients.  So you have different options.

[Terry53029]

even if you check the box in options, if your client is 65 or older, you still have to check box on info worksheet. I have box checked in option, and if I don't also check box on info worksheet I get an error, and box is pink

[Greta]

I went to Tools but couldn't find "Miscellaneous" link

[Terry53029]

to see the miscellaneous link you have to be in any clients open return

[Just-Lisa-Now-]

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@Greta wrote:

I went to Tools but couldn't find "Miscellaneous" link

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From within a client file, Tools > Options> Miscellaneous