Re-Answer Schedule EIC Questions To re-answer the Schedule EIC Questions on a return, from the Main Menu of the Tax Return (Form 1040) select:...
Creating a Basic Form 1040 – U.S. Individual Income Tax Return Creating a tax return in Keystone Tax Solutions Pro is simple. To assist your preparation of a Form 1040 return,...
Forms 1040-PR and 1040-SS Residents of Puerto Rico who are not required to file a U.S. income tax return generally must file Form 1040-PR (Spanish Form)...
Other Dependent Information Menu To access the Other Dependent Information Menu in Keystone Tax Solutions Pro, from the Main Menu of the tax return...
Name & Address Menu The Name & Address Menu displays all previously entered information for the taxpayer and spouse. All information on this screen...
Dependents & Qualifying Children Menu The Dependents & Qualifying Dependents Menu displays all previously entered information for dependents. All information on this screen can be...
Filing Status Menu Generally, a taxpayer’s marital status on the last day of the year determines their filing status for the year. Single:...
Other Categories Menu Allow Another Person to Discuss Return with IRS – Select this option to set either the preparer or another individual as...
How to Switch Primary and Secondary Taxpayers on a MFJ Return There may be an occasion when you wish to switch the taxpayer and spouse on a married filing joint return...
Form 4562 – Depreciation and Amortization Form 4562, Depreciation and Amortization (Including Information on Listed Property), is generally completed in Keystone Tax Solutions Pro via the...