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 |
