Items to Note

The main purpose of this conversion is to get your data ready for the following tax year. Therefore, viewing a Form 1040 will not display the same results that had been filed. The TaxSlayer conversion is very limited and includes only the basic information seen below.

Individual Converted Items (1040)

The titles in the following list correspond to the titles on the Contents screen of the Lacerte tax program.  

Client Information Input Screen 1

Taxpayer Last Name
Taxpayer First Name and
Taxpayer Initial and Title
Taxpayer Social Security Number
Taxpayer Occupation
Taxpayer Date of Birth
Taxpayer Date of Death
Taxpayer is Blind
Taxpayer E-Mail Address
Taxpayer Work Phone
Taxpayer Cell Phone
Taxpayer Home Phone
Spouse Last Name
Spouse First Name
Spouse Initial
Spouse Social Security Number
Spouse Occupation
Spouse Date of Birth
Spouse Date of Death
Spouse is Blind
Spouse: E-mail Address
Street Address
Apartment Number
City
State
ZIP Code

Authentication Information

Taxpayer’s Identification Type
Taxpayer driver’s license/state ID Number
Taxpayer driver’s license/state ID State
Taxpayer driver’s license/state ID Issue Date
Taxpayer driver’s license/state ID Expiration Date
Spouse Identification Type
Spouse driver’s license/state ID Number
Spouse driver’s license/state ID State
Spouse driver’s license/state ID Issue Date
Spouse driver’s license/state ID Expiration Date

Filing Status

Single
Married Filing Jointly
Married Filing Separately
Head of household
Qualifying Widow(er)

Dependent Information Input Screen 2

First Name
Last Name
Social Security Number
Relationship
Age or Date of Birth
Months Lived at Home

Direct Deposit / EF Input Screen 3

Financial Institution: RTN number
Financial Institution: Account number
Financial Institution: Savings or Checking