ORGANIZER PRINT OPTIONS
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1 ORGANIZER PRINT OPTIONS The following information identifies the organizer forms that print for the and the packages using the default collations. The columns reflect the pages that print when you select the pages for clients who meet criteria option only. The column reflects the pages that print when you select the pages for clients who meet criteria option and the Force pages even when client does not meet criteria checkbox. The columns reflect the pages that print when you select the pages plus other pages in classic format option only. The column reflects the pages that print when you select the pages plus other pages in classic format option and the Force pages even when client does not meet criteria checkbox. In the following table, X = will print as applicable, * = depending on Summary options chosen, = not applicable, mutually exclusive, and blank = will not print. Form ID WebQU Slipsheet/client X X Slipsheet/preparer X X Cover Letter X X Questionnaire Web Questionnaire One of these INDX Index -1 Org General X X X X -2 Org Income 1 X X X X -2 Org Income Summary * * * * -3 Org Income 2 X X X X Org Adjustments Org Itemized Deduction Org Bank & ID Authentication Personal X X X X X X X X X X X X Info Contact Info Print Options TL Copyright by Thomson Reuters. All rights reserved. Page 1
2 Bank Deposit, Electronic Funds Withdrawal ELF Electronic Filing IDAuth Identity Authentication Est Estimate Payments St Pmt State & City Payments SumRep Income Summary IntDiv W2 Summary Report, Interest & Dividends Salaries and Wages B-1 Interest Income B-2 Dividend Income B-3 Seller Financed Mortgage Interest B-4 REMICs D Schedule D InfoD Stocks, Securities Broker Consolidated Broker Statement * * * * * * * Income Other Income 1099M 1099P 1099C Miscellaneous Income Distributions from Cooperatives Cancellation of Debt W2G Gambling Winnings FEC 1099R SH Undistributed LT Capital Gains Contracts & Straddles Foreign Employer Compensation Pensions and Annuity TL Page 2 Print Options Copyright by Thomson Reuters. All rights reserved.
3 SSA1099 Social Security & Tier 1 Railroad Benefits C-1 Schedule C Income C-2 C-3 Schedule C Schedule C Carryovers Rent Rent & Royalty Rent-2 Rent & Royalty, P2 F-1 Farm Income F-2 Farm F K1-1 Farm Passive Farm Rental Income Farm Rental Partnership & S Corporations K1T Estates and Trusts Home Sale of Residence InstPY Sale Prior Year Installment Sales Sale of Business Property 8824 Like-Kind Exchange SA 1099SA Foreign Earned Income Excl Foreign Earned Income Exclusion Health, Medical Account Contributions Health, Medical Account Distributions IRA IRA Contributions Print Options TL Copyright by Thomson Reuters. All rights reserved. Page 3
4 Keogh Keogh, SEP and SIMPLE Plan Contributions 3903 Moving OtherAdj Other Adjustments Educate Series EE Bond Exclusion Educate2 Student Loans Educate3 Education Credits 1099Q FAFSA A-1 Qualified Education Programs Federal Student Aid Application Medical and Tax A-2 Interest A-3 MortgInt C 4684B Contributions and Miscellaneous Deductions Home Mortgage Limitation Employee Business Expense Employee Auto Noncash Contributions Contributions of Motor Vehicles, Boats, Airplane Business Casualty and Theft 4684P Personal Casualty 4684PY CasPY Prior Year Business Casualty and Theft Prior Year Personal Casualty and Theft 8829 Home Office Use Auto Auto TL Page 4 Print Options Copyright by Thomson Reuters. All rights reserved.
5 OtherTax Coverage Clergy 1099QA H R 5695 Unreported Social Security & Medicare Tax Health Coverage Taxes and Exemptions Minister, Clergy and Religious Worker ABLE Account Tax on Children with Investment Income Parent s Election to Report Child s Interest Household Employment Taxes First-Time Home Buyer Credit Repayment Child and Dependent Care Credit Credit for Elderly or Disabled Residential Energy Credit 1116 Foreign Taxes 8839 Adoption Credit 1095-A Form 1095-A, Health Insurance Marketplace Statement 4136 Fuel Tax Credit CO COGBCr Fuel Tax Credit Pg 2 Fuel Tax Credit Pg 3 Carryovers, Personal Carryovers, Business Print Options TL Copyright by Thomson Reuters. All rights reserved. Page 5
6 FarmLoss Excess Farm Loss NOLCO Frgn Acct OrgDp Carryovers, Net Operating Loss Statement of Specified Foreign Financial Assets Foreign Financial Accounts Custom Statements Asset Listing / Disposition OrgDp2 Asset Acquisition Asset Report History Tax Return History X X X X AL Alabama X X AR Arkansas X X AZ Arizona X X CA California X X CA2 CA Residency/ELF X X CO Colorado X X CT Connecticut X X DE Delaware X X DC Dist. of Columbia X X GA Georgia X X HI Hawaii X X ID Idaho X X IL Illinois X X IN Indiana X X IA Iowa X X KS Kansas X X KY Kentucky X X LA Louisiana X X ME Maine X X MD Maryland X X MA Massachusetts X X TL Page 6 Print Options Copyright by Thomson Reuters. All rights reserved.
7 MI Michigan X X MI2 Michigan, Credits X X MI3 Michigan, Cities X X MN Minnesota X X MS Mississippi X X MO Missouri X X MT Montana X X NE Nebraska X X NH New Hampshire X X NJ New Jersey X X NM New Mexico X X NY New York X X NC North Carolina X X ND North Dakota X X OH Ohio X X OK Oklahoma X X OR Oregon X X PA Pennsylvania X X RI Rhode Island X X SC South Carolina X X TN Tennessee X X UT Utah X X VT Vermont X X VA Virginia X X WV West Virginia X X WI Wisconsin X X Notes Notes Print Options TL Copyright by Thomson Reuters. All rights reserved. Page 7
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