Print Form 1040-SR (versus 1040). What is 1040-SR?

[Terry53029]

It a new 1040 form for seniors similar to the 1040ez

[Just-Lisa-Now-]

I'll still be using the regular 1040 for all clients, just like when we had the 1040EZ and 1040A.

[Greta]

Is there a way to program a default printing of 1040 (rather than 1040-SR) for all clients, or do I have to answer this question for each senior's return?

[Just-Lisa-Now-]

I feel like its a global setting somewhere....Id have to go digging.

[Just-Lisa-Now-]

From within a client file, TOOLS > Options>Miscellaneous and there's a box to check.
You wont find the Misc choice if youre looking at Tools > Options from Homebase.

[clr600]

Even with the box checked the SR form is still printing as 1040 pages 3 & 4

[garman22]

Interesting.

[itonewbie]

This may help?

https://tax.thomsonreuters.com/news/irs-releases-draft-of-new-simplified-tax-return-for-seniors-form...

[IRonMaN]

Lisa - how is that beta testing going for you?  🙂

[sjrcpa]

What an opportunity!

[Just-Lisa-Now-]

I already need to scrap it and start over....I cant get the 1040 to shown in Print Preview or print out, if I have entered Sch C or Sch F income on the return (I didnt bother to test W2 income)....shows up and prints fine as long as I don't enter any SE income  LOL

[Just-Lisa-Now-]

Well miraculously I CAN print the 1040 by itself today (only had a blank white screen yesterday) and as an added bonus it prints the 1040SR along with it too....but its missing when I try to print the whole return...so I dunno if this is "by design" or I have a bad program ....sigh....

[poolcleaner]

Having always done a second print job when the program printed a 1040-EZ or even worse a 1040-A, I plan to take some time in late December or early January to utilize the red exclamation point on each return with clients over the age of 65 to write a note (using Copy and Paste) to tell me to check the box to NOT file the 1040-SR. 

[poolcleaner]

I just printed a trial dummy return and it worked but even though this was a new client (named Test 2019), it calculated a penalty which is new.  In the past, Form 2210 showed the previous years's tax as zero unless you told it otherwise.

[poolcleaner]

Since I have known the great majority of my clients for many years I am very aware of who is or isn't 65 or older but it would be a big help if that would be one of the questions under the Client Analyzer.

[garman22]

Do you think PS will put a global checkbox to suppress the new 1040SR for all clients? I, as of now have to desire to file this new form. But I like your idea re: red exclamation point idea.

[poolcleaner]

Thank you and now if they would just put the 65 or older question in the Client Analyzer, it would be easy to search.  

[garman22]

oh yeah, even better (I originally read your statement as going one by one).  If I had to go thru my list, Im sure I would get 95%. But an analyzer would be lickety-split.

[Terry53029]

Garman see Lisa's answer from yesterday. There is a global checkbox, don't know if it works yet, but it is there

[garman22]

Thanks @Terry53029 . I did see it and made a note to check on that down the road. I have not as of yet d/l'ed the program.

[Just-Lisa-Now-]

I need to uninstall and reinstall at the office already, I cant get the 1040 to print if I enter any income into the return....and so it begins!   LOL

[garman22]

So it does. God help us all. :smile:

[The-Tax-Lady]

AMEN to that! I won't be using the new 1040SR, especially since the 2019, 1040 has been improved.

[Spluna11]

.

[abctax55]

Does Proseries use Screen ##'s ?  I thought that was just a Lacerte thing.

[Just-Lisa-Now-]

ProSeries does not use screens like that.

[George4Tacks]

So @eluna is a a ProConnect I don't Care Agent? She is just proving how difficult it is to see which of the products is being used. I am waiting with BAITED breath for the new and improved forum to clarify all of this mystery.

[poolcleaner]

@George4Tacks You can stop holding your baited breath since the comment has been removed!

[George4Tacks]

Bummer. I was so looking forward to some lutefisk.