TSJ Indicator

[nancy2]

I am preparing a 1040 for the first time.  This is a long term client but I have never prepared the 1040 before this year.  Turns out, they were using ProSeries to prepare their return.  So they sent me their 2023 file.  I have that loaded and converted to 2024.  I do other returns that feed into their return and have for years.  In some instances ProSeries is showing income as due to the Taxpayer and I know it belongs to the spouse.  But I can't find a way to change that.  I am currently working on Sch B.  I tried setting up a new worksheet but that still indicates T and I am unable to change it.  With 1099-NECs I was able to delete the old set up and start fresh and in that case indicate the proper source as S instead of T.  Any suggestions on how to change the other 1099s?  Thanks.

[IRonMaN]

In the box for the payer's name on schedule B, on the right side of the line should be a T, S, or J showing.  Click on the letter to change it.

[Just-Lisa-Now-]

[nancy2]

I don't have that.  I see that on the picture Lisa posted below your message.  I don't have that little letter or the box to change it.  Is something set up in the original set up that would automatically make everything T?

[nancy2]

Thanks for the photo.  Otherwise I would think I am crazy.  I don't have that option on that line.  Is there something in the original set up that makes everything default to T?

[IRonMaN · Accepted solution]

If you click on tools and then select options, do you have the box checked for showing TSJ indicators?

[nancy2]

Thank you!  I just found that and came back to post it!!!  

[IRonMaN]

You betcha!