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When you complete schedule A to be used with the state return it does not print out? Does it get efiled with the state return? Why do I have to print it separately?

Young-TP
Level 3

When you complete schedule A to be used with the state return it does not print out?  Does it get efiled with the state return? Why do I have to go into the federal return and print it out manually? It does not appear when I'm printing the returns.

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itonewbie
Level 15

That's normally because the taxpayer does not have sufficient itemized deductions and is better off claiming standard deduction.  If you want to present a Sch A for your client to reference why standard deduction is taken, you can force print Sch A with the return.

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7 Comments 7
itonewbie
Level 15

That's normally because the taxpayer does not have sufficient itemized deductions and is better off claiming standard deduction.  If you want to present a Sch A for your client to reference why standard deduction is taken, you can force print Sch A with the return.

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IRonMaN
Level 15

What state are you dealing with?  Minnesota has it's own "schedule A" to go with the return.  Of course, due to software issues, it doesn't print with the return but we have faith that it will do so by October 15th.


Slava Ukraini!
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shyanne-2
Level 3
In Wisconsin, if a client does not itemize in Fed return, but does get an itemizing credit on the state side, I have to print the Fed Schedule A to PDF and attach it to WI. A pain, but it works. WI also wants me to print "Wisconsin" on the Sch A. Can't do that and hope its OK with them.
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IRonMaN
Level 15
Good to know.  I have a couple of Wisconsin returns coming up in the pipeline.  I wonder if the attachment stuff is Wisconsin's silliness or Intuit's silliness.

Slava Ukraini!
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shyanne-2
Level 3
Don't think it's been much of an issue until this year with double std deductions. So Intuit doesn't add the Sch A to WI like it does for IL. No one's probably complained. But to get Sch A to print "Wisconsin " on top IS silly.

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IRonMaN
Level 15
I'm going to print "South Dakota" on mine ------------------------- just to see if they are paying attention in Wisconsin :smile::smile:

Slava Ukraini!
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itonewbie
Level 15
@shyanne#2 As you said, WI actually requires not just a copy of the Federal Sch A but one that has Wisconsin written on the top.  Because of that, tax software would generate a copy that meets that requirement.  Lacerte/PTO do.  Did you try to print the return to a PDF and see whether it's there?
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