Leadsheets variance - dual status taxpayers

Leadsheets will be generated in the
Leads
tab based on options selected in the
Forms
tab under
Foreign Information
,
Dual Status Taxpayer
,
Dual Status Taxpayer
.
Based on the selected options, the
Dual Status Taxpayer
input form will display an informational message that helps you select the correct input form to create leadsheets.
The data from the Dual Status input forms will be populated to new leadsheets. The following sheets will be shown in the
Leads
tab:
  • DS-INFORMATIONAL RETURN (Pg1)
  • DS-INFORMATIONAL RETURN (Pg2)
  • DS-INFORMATIONAL RETURN (
    Sch A
    )
The Dual Status sheets - DS RETURN OR STATEMENT (DS RET or STMT) and DS-INFORMATIONAL RETURN (DS-INFO RET) will be generated based on the following table:
1040 Is
Use Regular Organizer to Input Information for
Dual Status Sheet Generated
Informational Sheet Generated
Return
1040
DS RET or STMT (Pg1), DS RET or STMT (Pg2), DS RET or STMT (Sch A)
DS-INFO RET (Pg1), DS-INFO RET (Pg2)
Return
Blank
DS RET or STMT (Pg1), DS RET or STMT (Pg2), DS RET or STMT (Sch A)
DS-INFO RET (Pg1), DS-INFO RET (Pg2)
Statement
1040
DS RET or STMT (Pg1), DS RET or STMT (Pg2), DS RET or STMT (Sch A)
DS-INFO RET (Pg1), DS-INFO RET (Pg2)
Statement
Blank
DS RET or STMT (Pg1), DS RET or STMT (Pg2)
DS-INFO RET (Pg1), DS-INFO RET (Pg2), DS-INFO RET (Sch A)
Blank
1040
DS RET or STMT (Pg1), DS RET or STMT (Pg2), DS RET or STMT (Sch A)
DS-INFO RET (Pg1), DS-INFO RET (Pg2)
Blank
Blank
None
None
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close