Configuring 1040/Individual Filing Options in Return Configuration Sets

The 1040/Individual window in the return configuration set allows you to configure options that are applicable to Individual returns.

To configure 1040/Individual options, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Return configuration sets under Tax.
2. Double-click a return configuration set on the navigation panel.
3. Click 1040/Individual Options on the navigation panel.
4. Enter information for the 1040/Individual options.

Component	Description
Print taxpayer phone number	Select to suppress printing of a taxpayer’s phone number on the federal return, state return, or both. You can override this option on the General > Return Options worksheet.
Miscellaneous options
Contribute to the Presidential campaign fund	Select to contribute to the Presidential campaign fund. You can override this option on the General > Basic Data worksheet.
Prepare tax projection	Select to prepare a tax projection report. You can override this option on the General > Tax Projector worksheet.
Suppress Form 1040-V	Select to suppress printing Form 1040-V on balance due returns. You can override this option on the General > Return Options worksheet.
Suppress auto-fill of FICA and Medicare wages and taxes on Forms IRS W-2	Select to suppress autofill of FICA and Medicare wages and taxes on Form IRS W-2.
Suppress state K-1 print in client copy of the return	Select to suppress printing of the state K-1s in the client copy of the return.
Suppress taxpayer and spouse email address	Select to prevent the taxpayer and spouse email addresses from being printed in the return. You can override this option in a return on the Return Options worksheet in the Processing Options > Overrides Office Manager/RCS section. Note: This option is available for tax year 2020 returns and later.
Exclude federally tax-exempt interest from state Net Investment Income	Select to exclude federally tax-exempt interest from state Net Investment Income for Form 8960. You can override this option on the General > Return Options worksheet.
Facsimile W2 Print	Select to generate a facsimile of W-2s when printing the return. This option can be overridden in a return on the Return Options worksheet in the Processing Options section. Note: This option is available for tax year 2020 returns and later.
Suppress printing of estimate vouchers	Select from the following: Not applicable Suppress federal Suppress state Suppress both The estimate vouchers always print in the accountant's copy. You can override this option on the General > Return Options worksheet.
Form 6251	Select an option to indicate when you want to include Form 6251, Alternative Minimum Tax, in the printed return. You can override this option on the General > Return Options worksheet.
Passthrough recap	Select an option to indicate whether to suppress a passthrough statement or to include it. If you choose to include it, you can indicate which copies it is included in. You can override this option on the General > Return Options worksheet.
State tax exempt interest/dividend assumptions	Select whether to treat state tax exempt interest and dividend income as taxable, nontaxable, or neither. You can override this option on the General > Return Options worksheet.
Income from passthrough statement format	Select to print income from passthrough statements in a detailed (itemized) or simplified (summary) format. You can override this option on the General > Return Options worksheet. Note: This option is available for tax years 2017 and later.
Interest and dividend report option	Select an option here to indicate if you want interest and dividends reported in a combined report, in separate reports, or prevented from printing altogether. You can override this option in a return on the General > Return Options worksheet in the Form Printing Options section. Note: This option is available for tax year 2020 returns and later.
Schedule A	Select an option to indicate when Schedule A should be printed as part of the return. You can override this option in a return on the General > Return Options worksheet in the Form Printing Options section. Note: This option is available for tax year 2021 returns and later.
Form 1116/1116 AMT Processing Code	If needed, select an option to change the default handling of Form 1116 and Form 1116 AMT when you are claiming a foreign tax credit. You can override this option in a return on the Foreign > 1116 - Foreign Tax Credit worksheet in the Processing Options section. Note: This option is available for tax year 2021 returns and later.
Web Pay Paragraph	Select from the following:  No Selection (default) Balance Due Estimate Payments Extension Payment Balance due & estimate payments Estimate and extension payments All of the above Based on the selection made the transmittal letter and/or filing instructions will direct the taxpayer to the IRS website where the payment may be made. You can override this option in a return on the Letters and Filing Instructions > General Letters section. Note: This option is available for tax year 2023 returns and later.
Filing status comparison/optimization
Prepare filing status comparison	Select this option if you want to print a filing status comparison. You can override this option on the General > Return Options worksheet.
Deduction option	If needed, select to force standard deductions or itemized deductions for returns in this return configuration set. You can override this option on the General > Return Options worksheet.

5. Click Save.