Menu

Search

Knowledge Base


13106: Schedule A - Print Even When Using the Standard Deduction


1040 Individual Generally

How can I show my client the itemized deductions even though the return is calculating the standard deduction?
 

The option to produce the Schedule A even when the standard deduction is used by the return can be set globally or on a return-by-return basis.

By going to Setup > Options > Form & Schedule Options, you can globally select to produce Schedule A even when it is not required. The option Print Schedule A only when required is listed under Select to Turn On. Clear this option in order for Schedule A to be generated with each individual return even if the standard deduction is used in the return.

To produce/suppress the Schedule A on a return-by-return basis, go to the Miscellaneous tab of data entry > PRNT - Print Options screen. On this screen is a drop list to Produce Schedule A

This does not affect return calculation but causes a Schedule A to appear in View/Print mode for reference.

Note: Drake Software automatically calculates whether itemized deductions or the standard deduction are more advantageous to the taxpayer. To force the return to use itemized deductions rather than the standard deduction, open the Schedule A data entry screen and check the box to Force Itemized.


Related Links


Also In This Category


On a scale of 1-5, please rate the helpfulness of this article


Not Helpful
Very Helpful
Optionally provide private feedback to help us improve this article...

Thank you for your feedback!


Details
Article has been viewed 16K times.
Last Modified: 8 Months Ago
Article not rated yet.
Options