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10618: Cannot Generate 1040EZ or 1040A (Drake17 and prior)

1040 Individual Data Entry

I can't generate a 1040-EZ or a 1040-A. I do not have either suppressed in Setup > Options > Form & Schedule Options, nor do I have them suppressed on the PRNT screen in data entry.

Starting in Drake18, as per Form 1040 instructions, the 1040-A and 1040-EZ forms will no longer be used. Starting in Drake19, a new Form 1040-SR may be generated; see Related Links below.

In Drake17 and prior, the presence of Schedule A, B, Form 6251 or Form 8959 on a return will prevent a 1040-A as well as a 1040-EZ from being produced.  You can improve the likelihood of a short-form return by setting options to make sure these forms are not produced in a return unless they are necessary.

To do this, go to the Form & Schedule Options tab (Setup > Options) and examine the Select To Turn ON section on the left side of the screen. Check the following boxes:

  • Print Schedule A only when required
  • Print Schedule B only when required
  • Print Form 6251 only when required
  1040-EZ 1040-A
Filing status Single, married filing jointly Any status
Dependents None Any number of dependents
Exemptions Under age 65 and not blind Not limited
Income wages, salaries, tips, taxable scholarship and fellowship grants, unemployment compensation, or Alaska Permanent Fund dividends, and your taxable interest was not over $1,500 wages, salaries, tips, taxable scholarships and fellowship grants, interest, or ordinary dividends, capital gain distributions, pensions, annuities, IRAs, unemployment compensation, taxable social security or railroad retirement benefits, and Alaska Permanent Fund dividends
Taxable income less than $100,000 less than $100,000
Standard/Itemize No itemized deductions No itemized deductions
Adjustments to income None IRA, student loan interest, educator expenses, tuition
Credits EIC only EIC, dependent care. elderly/disabled, child tax, retirement savings contribution
 Advance payments of the Premium Tax Credit None   

For more information visit the IRS website for Tax Topic 352.

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