
Generating Schedule A Itemized Deductions for a 1040 in ProConnect Tax
by Intuit•4• Updated 3 months ago
ProConnect Tax optimizes between itemized deductions and the standard deduction to generate the lowest tax burden for your client.
To enter itemized deductions for the Schedule A
- Go to the Input Return tab.
- Select Deductions from the left menu, then Itemized Deductions (Sch A).
- Enter the applicable deductions in the tabs across the top menu.
- Go to the Check Return tab to review the Schedule A.
- If the Schedule A isn't generating, then ProConnect has determined that the standard deduction is more beneficial. However, you can force the Schedule A to print for your review, or force the return to itemize using the instructions below.
To force the Schedule A to print
- Go to the Input Return tab.
- Select Deductions from the left menu, then Itemized Deductions (Sch A).
- Go to the Less Common Scenarios tab.
- Enter 1 in the field 1=force Schedule A to print (not for EF), 2=when applicable [Override].
To force the return to itemize deductions
- Go to the Input Return tab.
- Select Deductions from the left menu, then Itemized Deductions (Sch A).
- Go to the Less Common Scenarios tab.
- Enter a 1 or 2 in the field 1=must itemize, 2=elect to itemize, 3=force standard deduction [Override].
- Enter 1 if the taxpayer is Married Filing Separately and their spouse also itemized, or if the taxpayer was a dual status alien. If neither of those situations apply, enter 2.
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