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

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Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

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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