Filing Status Optimization Report
The Filing Status Optimization Report provides state information.
For details about filing status optimization for a specific state, select
F1
from a state input screen to open the overview topic. Select Processing 1040 [state] returns
at the top, then User Tips
, Filing Status Optimization
. If the option isn't available, filing status optimization isn't available for that state.note
If the amount of allowable Roth contributions has changed, the report doesn't indicate this change. Organizer data entry is not available on the newly created, separate clients. Maximum Roth contributions are calculated on the Roth IRA worksheet. Limits are different for the married filing separate filing status.
You can print the Filing Status Optimization Report to FileCabinet CS if you have a license and FileCabinet CS is installed. From the
Filing Status Optimization
window, select the Print
button. Mark the Store image in FileCabinet CS
checkbox, then select Print
or To Cabinet
. (The To Cabinet
button appears when the FileCabinet CS
checkbox is checked and the Printer
checkbox isn't checked.)
