Adding Affordable Care Act questions to the 1040 client organizer questionnaire

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The default 1040 client organizer questionnaire for paper, email, and web organizers include several questions relating to Affordable Care Act information. You can add new questions to the default questionnaires for both paper or email organizers and for web organizers and can create new, customized questionnaires as well. 

To view and edit the 1040 organizer questionnaires, complete the following steps.

  1. Choose Setup > 1040 Individual and click the Organizer tab. 
  2. Do one of the following:
    • For paper and email organizers: Click the Questionnaire button in the Documents group box. Then, highlight the Organizer Questionnaire and click the Open button. 
    • For web organizers: Click the Questionnaire button in the NetClient group box and select the desired questionnaire in the Open a Web Organizer Questionnaire dialog. 
  3. The questions relating to the Affordable Care Act are located in the Health Care Information section of the questionnaire. Add, remove, or customize the questions as necessary. 
  4. After you're finished, click Save to save your changes and close the Document Editing window (if editing paper or email organizers) or the Web Organizer Questionnaire dialog. 

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