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 TaxAct 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
Taxpayer Social Security Number
Taxpayer Occupation
Taxpayer Date of Birth
Taxpayer Date of Death
Taxpayer is Blind 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
Street Address
Apartment Number
ZIP Code

Filing Status

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

Dependent Information

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

Direct Deposit/EF

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