1040 Estimate Letter

How can I get the individual estimate letter to print with the return?

It will not print with the return. It is designed to go out during the year as a reminder to send in the Estimated Payment. Follow these steps to print the Estimate Letter: 

  1. Go to Tools > Letters > Letters and select Estimate.
  2. Click Next.
  3. Enter the SSN(s) of the clients for whom you want to print letters, or select them from the list. Click Next.
    • Alternatively, leave the client selection field blank and click Next to print estimates letters for applicable clients who owe estimates.
  4. Choose the current (or future) month in the Month drop list. The software will display the date that the next estimated payment is due after the selected month.
  5. Click Next to print the letter.