1040-US: Suppress printing of the Filing Status Optimization Summary Report with the return and/or invoice

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Question

The Filing Status Optimization utility determined that married filing jointly status will generate a greater tax savings. How can I prevent the Filing Status Optimization Summary Report from printing with the return and appearing on the invoice?

Answer

To suppress printing of the Filing Status Optimization Summary Report after the optimization has been performed, choose Utilities > Filing Status Optimization in the Filing Status Optimization dialog and mark the Suppress printing of FSO report with the married filing joint tax return checkbox.

Related topic: Filing Status Optimization utility FAQs (1040)

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