Option

Description

Print Schedule A only when required

Produce Schedule A only when taxpayer qualifies for itemized deductions.

Print Schedule B only when required

Produce Schedule B only when taxpayer has enough interest income to require filing Schedule B.

Print Form 4562 only when required

Produce Form 4562, Depreciation and Amortization, only when the tax return requires it.

Print Form 6251 only when required

Produce Form 6251, Alternative Minimum Tax, only when the tax return requires it.

Next year depreciation schedule

Produce a depreciation schedule for next year in addition to the one for this year.

W-2/1099 forms

Produce and display all Forms W-2 and 1099-R with the return in View/Print mode.

Print two W-2/1099-Rs per page

If return has more than one W-2 or 1099-R form, print two per page.

Carryover worksheet

Produce any carryover worksheets associated with the return.

Print page 2 of Schedule K-1...

Produce page 2 of Schedule K-1 for Form 1041 and applicable K-1 codes for Forms 1120-S and 1065.

Print ES vouchers...

Prints ES vouchers only when screen ES exists.

Always show reason for no EIC

Generate a Return Note explaining why the taxpayer does not qualify for the Earned Income Credit (EIC).

Always show tax computation worksheet

Generate the Computation of Regular Tax worksheet (“Tax Computation” in View/Print mode), showing how the program calculates the tax on line 16 of Form 1040.

Print shareholder's/partner's adjusted basis worksheet

Automatically print a partner’s or shareholder’s Basis Worksheet (“Wks Adj Basis” (1065)/“Wks SBAS” (1120-S) in View/Print mode).

1040-SR suppress

Choose to have Form 1040 generated and Form 1040-SR suppressed globally when the taxpayer is eligible to use Form 1040-SR.

Form 8879 bank account options

Select option for printing bank account information on Form 8879.

Select to Turn On

Produce lists of the following items (W-2, W-2G, 1099-M, 1099-NEC, 1099-R, federal withholding lists (see notes below), dividends, interest, and K-1s) when the selected number is exceeded.



Setup Options