How to override

Forum|Forum|5 years ago
March 15, 2021
1 reply
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How can I override in schedule 1? Previous years I have been able to unlock it in forms. What's going on this year?

Best answer by Opus 17

I believe it should be schedule 1, line 16. This is the line item the accountant has been telling me to use.

@Kimberly Boulden wrote:

I believe it should be schedule 1, line 16. This is the line item the accountant has been telling me to use.

I can tell you how to do it, but I don't endorse doing it. I don't know if it's right or wrong or what other effects it might have.

In Forms mode, open schedule 1 and double-click line 16, that will open the form 1040 worksheet. Go to part II line 16. When you click on this line, the word "Calculated" appears in the top right corner meaning you can't override here, you have to find the source. If you click the Help link, it will tell you that you need to find the "Self Employed Health and Long Term Care Worksheet". However, when you go to the Forms menu, it's actually listed under "SE Health and LTC Insurance Dedn Wks". Open this form, click "yes" to create a new form, it will ask for a business name and also create a schedule C for you. Once on this worksheet, you need to enter your premiums on line 1 (this does not require an override). Then skip the rest of the worksheet and enter the amount of your qualified deduction on line 10 (this will require an override which should be permitted).

Since this creates a schedule C (that you probably need to discard before filing) you will have to carefully review your forms before mailing. Also, the program may give you some errors on the error checks.

Good luck.

Opus 17

Employee

Click the field you want to override and then click "Override" in the Forms menu. If a field can't be overridden, that means it is calculated from someplace else (a smart worksheet on the schedule or another program worksheet) and you need to find the source of the numbers to do the override.

Remember that tax returns with overrides can't be e-filed and overrides void the accuracy guarantee.

Kimberly BouldenAuthor

I completely understand that an overridden tax return can't be e-filed, and it voids the accuracy guarantee.

The box I want to override is in schedule 1, and it pertains to self-employed health insurance. My health insurance on my w-2 is not pre-taxed because I am related to the owner of the company. Our business accountant has set this up, and has had me in previous years use this function. This year however it doesn't work. Why was this changed?

Opus 17

Employee

@Kimberly Boulden wrote:

I completely understand that an overridden tax return can't be e-filed, and it voids the accuracy guarantee.

The box I want to override is in schedule 1, and it pertains to self-employed health insurance. My health insurance on my w-2 is not pre-taxed because I am related to the owner of the company. Our business accountant has set this up, and has had me in previous years use this function. This year however it doesn't work. Why was this changed?

Which line are you trying to override?

I would normally say that you can only deduct your insurance costs as a schedule A itemized deduction, if you aren't allowed the pre-tax deduction. If your accountant says you are eligible for something else, that would be news to me.

@Hal_Al @DoninGA @TomD8 what do you know about a health insurance adjustment for a highly compensated employee?