Generating Schedule A Itemized Deductions for a 1040 in ProConnect Tax

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

1. Go to Input Return ⮕ Deductions ⮕ Itemized Deductions (Sch A).
2. Enter the applicable deductions in the tabs across the top menu.
3. 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

1. Go to Input Return ⮕ Deductions ⮕ Itemized Deductions (Sch A).
2. Go to the Less Common Scenarios tab.
3. 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

1. Go to Input Return ⮕ Deductions ⮕ Itemized Deductions (Sch A).
2. Go to the Less Common Scenarios tab.
3. 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.