Common questions about Form 1040-SR in Lacerte

In this article, you can find information about entering Form 1040-SR, U.S. Tax Return for Seniors, in Lacerte.

Form 1040-SR is designed for taxpayers age 65 or older and features larger print and simplified formatting. Lacerte automatically generates Form 1040-SR when applicable, and you can choose to suppress it for specific clients or across all returns if desired.

What is the purpose of Form 1040-SR?

Taxpayers 65 or older can choose to file Form 1040-SR or Form 1040. The 1040-SR has larger print than the 1040, but both forms use the same schedules and instructions.

How do I suppress Form 1040-SR for one client?

To suppress Form 1040-SR for one client:

1. Go to Screen 3, Miscellaneous Information/Direct Deposit.
2. Scroll down to the Miscellaneous section.
3. Enter a 2 in Form 1040-SR: 1=when applicable, 2=suppress [O].

How do I set the User Options to use or suppress Form 1040-SR for all clients?

1. From the Settings menu, select Options.
2. Select the Tax Return tab.
3. Locate the Federal Tax Return Options section.
4. In the Form 1040-SR dropdown menu, select either When applicable or Suppress.