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How to Create a Return for Puerto Rico Residents (1040-SS)

Tue, Jun 13, 2023  1040Online, Desktop Program, Hosted Program

It is best to start this process with a newly created return and NO other forms added. If there are any 1040 related forms within the return or options for 1040-SS won't populate.

  1. From the Client Data form within the return
  2. Check the box if filing Form 1040-SS

  3. Click the Add Form button 
  4. Double click the 1040-SS form within the list 

  5. The 1040-SS should be the main filing form presented in the return for processing.

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