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Generating Form 1040-SR in ProConnect Tax

by ProConnect Tax Online Updated 3 months ago

Intuit ProConnect automatically generates the 1040-SR when the taxpayer is 65 or older.

You can select to have a return default to the 1040 instead of the 1040-SR on a return by return basis:

  1. Open the return to the Input Return tab.
  2. On the left navigation bar select General.
  3. Select Misc. Info./Direct Deposit.
  4. Select Miscellaneous at the top.
  5. Scroll down to Form 1040-SR: 1=when applicable, 2=suppress [Override]
  6. Enter a 2 to generate the 1040 instead of the 1040-SR.
ProConnect Tax

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