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Back to 1040 Help and Support

Index of all UltraTax CS - 1040 help

Here's a list of all articles for 1040 Individual. Feel free to explore!

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1040 E-file errors
- 0008 e-file error
- 1040NR-US e-file error
- 3696 e-file error
- Account owner record FBAR e-file error
- AL40-050 e-file error
- AL40-195 e-file error
- AL40-915 e-file error
- AL40-916 e-file error
- AL40-923 e-file error
- AL40-924 e-file error
- AL40NR-915 e-file error
- AL40NR-916 e-file error
- AL40NR-923 e-file error
- AL40NR-924 e-file error
- All entities: ELF rejection PDF/TXT/XLSX required by the e-file but not present in the transmitted package
- ALPPT-023b e-file error
- Binary attachment error
- CSUS02 e-file error
- CSUSAY e-file error
- CSUSAZ e-file error
- CSUSBO e-file error
- CSUSBR e-file error
- CSUSI e-file error
- CT025-MEF-IND e-file error
- ELF rejection rule STATE-903
- Error: Rejected due to account problem
- F1-002 e-file error
- F1-0305 e-file error
- F1040-016-06 e-file error
- F1040-016-07 e-file error
- F1040-016-08 e-file error
- F1040-021-03 e-file error
- F1040-034-05 e-file error
- F1040-034-06 e-file error
- F1040-034-07 e-file error
- F1040-034-08 e-file error
- F1040-064-01 e-file error
- F1040-065-04 e-file error
- F1040-071-05 e-file error
- F1040-071-06 e-file error
- F1040-164-01 e-file error
- F1040-174-03 e-file error
- F1040-175-02 e-file error
- F1040-264 e-file error
- F1040-266-01 e-file error
- F1040-287-01 e-file error
- F1040-302-06 e-file error
- F1040-448 e-file error
- F1040-516 e-file error
- F1040NR-020 e-file error
- F1040NR-034 e-file error
- F1040NR-047 e-file error
- F1040NR-047-01 e-file error
- F1040NR-065 e-file error
- F1040NR-SNEC-018
- F1040NR-SNEC-032 e-file error
- F1040SSPR-507 e-file error
- F1040SSPR-525-02 e-file error
- F1040X-001 e-file error
- F1099R-002-01 e-file error
- F1099R-004-01 e-file error
- F1099R-502-02 e-file error
- F1099R-505-02 e-file error
- F1116-002-01 e-file error
- F1116-012 e-file error
- F1116-013 e-file error
- F1310-004 e-file error
- F1310-009 e-file error
- F1310-009-01 e-file error
- F1310-010 e-file error
- F1310-010-01 e-file error
- F1310-011 e-file error
- F1310-011-01 e-file error
- F1310-014 e-file error
- F1310-015 e-file error
- F1310-518 e-file error
- F2120-002-01 e-file error
- F2120-003 e-file error
- F2210-002-02 e-file error
- F2210-003 e-file error
- F2210-006 e-file error
- F2439-502-01 e-file error
- F2439-505-01 e-file error
- F2441-010 e-file error
- F2441-014-01 e-file error
- F2441-016 e-file error
- F2441-018 e-file error
- F2441-524 e-file error
- F2441-526 e-file error
- F3468-012-01 e-file error
- F37-120 e-file error
- F37-SECTB-002 e-file error
- F37-SECTB-109 e-file error
- F4835-001 e-file error
- F4835-004-01 e-file error
- F4868-001-02 e-file error
- F4868-002-01 e-file error
- F5329-006-01 e-file error
- F540/NR/2EZ-170 e-file error
- F540/NR/2EZ-180 e-file error
- F540/NR/2EZ-220 e-file error
- F540/NR/2EZ-230 e-file error
- F5695-002 e-file error
- F6781-024-01 e-file error
- F8283-024 e-file error
- F8283-025 e-file error
- F8283-027 e-file error
- F8283-028-01 e-file error
- F8283-029-02 e-file error
- F8283-030 e-file error
- F8283-031-01 e-file error
- F8283-042 e-file error
- F8594-001-01 e-file error
- F8621-026-02 e-file error
- F8853-514-01 e-file error
- F8862-014 e-file error
- F8863-001-04 e-file error
- F8863-003-03 e-file error
- F8863-026 e-file error
- F8863-512-02 e-file error
- F8863-528-03 e-file error
- F8949-002 e-file error
- F8960-019-03 e-file error
- F8960-021-01 e-file error
- F8962-002-03 e-file error
- F8962-043-02 e-file error
- F8962-048 e-file error
- F8962-049 e-file error
- F8962-060 e-file error
- F8962-063 e-file error
- F8962-068 e-file error
- F8962-070 e-file error
- F8962-313 e-file error
- F8965-001-01 e-file error
- F926-001-01 e-file error
- F9465-001-02 e-file error
- F982-003-01 e-file error
- F982-005-01 e-file error
- FBAR-G43 error code
- FPYMT-050-01 e-file error
- FPYMT-071-01 e-file error
- FPYMT-072-01 e-file error
- FPYMT-074-01 e-file error
- FPYMT-086 e-file error
- FPYMT-088-05 e-file error
- FPYMT-089 e-file error
- FW2-001-02 e-file error
- FW2-002 e-file error
- FW2-003-02 e-file error
- FW2-499 e-file error
- FW2-502 e-file error
- FW2-505-01 e-file error
- FW26-010 e-file error
- FW2G-007-01 e-file error
- FW2G-009-01 e-file error
- FW2G-502 e-file error
- ILM-1590-1 e-file error
- IND-006 e-file error
- IND-012-01 e-file error
- IND-013-01 e-file error
- IND-016 e-file error
- IND-018-02 e-file error
- IND-019-02 e-file error
- IND-023-01 e-file error
- IND-026-02 e-file error
- IND-027-02 e-file error
- IND-031-04 e-filing error
- IND-032-04 e-filing error
- IND-033-02 e-file error
- IND-034-02 e-file error
- IND-035-01 e-file error
- IND-036-01 e-file error
- IND-037-01 and IND-038-01 e-file errors
- IND-039-01 e-file error
- IND-041 e-file error
- IND-042-01 e-file error
- IND-043-01 e-file error
- IND-044-01 e-file error
- IND-045-01 e-file error
- IND-049-01 e-rile error
- IND-073 e-file error
- IND-077 e-file error
- IND-085-01 e-file error
- IND-1083-01 e-file error
- IND-115 e-file error
- IND-116-01 e-file error
- IND-123 e-file error
- IND-142-01 e-file error
- IND-147 e-file error
- IND-152 e-file error
- IND-158-01 e-file error
- IND-162 e-file error
- IND-164 e-file error
- IND-165-01 e-file error
- IND-167 e-file error
- IND-180-01 e-file error
- IND-181-01 e-file error
- IND-182-01 e-file error
- IND-183-01 e-file error
- IND-298 e-file error
- IND-298-01 e-file error
- IND-300 e-file error
- IND-300-01 e-file error
- IND-302 e-file error
- IND-366 e-file error
- IND-389 e-file error
- IND-401 e-file error
- IND-406 e-file error
- IND-445 e-file error
- IND-452 e-file error
- IND-507 e-file error
- IND-508 e-file error
- IND-510-01 e-file error
- IND-511 e-file error
- IND-512-01 e-file error
- IND-513 e-file error
- IND-515 e-file error
- IND-516-01 e-file error
- IND-516-02 e-file error
- IND-517-01 e-file error
- IND-517-02 e-file error
- IND-518-01 e-file error
- IND-518-02 e-file error
- IND-521-01 e-file error
- IND-531-01 e-file error
- IND-544 e-file error
- IND-563 e-file error
- IND-665-02 e-file error
- IND-667-02 e-file error
- IND-675-01 e-file error
- IND-680-01 e-file error
- IND-689-01 e-file error
- IND-901 e-file error
- IND-902 e-file error
- IND-931-01 e-file error
- IND-941 e-file error
- IND-995 e-file error
- IND-996 e-file error
- Last name required FBAR e-file error
- PA40-027 e-file error
- PA40-028 e-file error
- PDF TXT XLSX e-file error
- PYM-004 e-file error
- R0000-007-02 e-file error
- R0000-008 e-file error
- R0000-058-01 e-file error
- R0000-092-02 e-file error
- R0000-093-02 e-file error
- R0000-123-01 e-file error
- R0000-142-01 e-file error
- R0000-194 e-file error
- R0000-202 e-file error
- R0000-500-01 e-file error
- R0000-503-02 e-file error
- R0000-504-02 e-file error
- R0000-507-01 e-file error
- R0000-533-02 e-file error
- R0000-544-02 e-file error
- R0000-571-02 e-file error
- R0000-679 e-file error
- R0000-680 e-file error
- R0000-902-01 e-file error
- R0000-905-01 e-file error
- R0000-906-02 e-file error
- R0000-932-02 e-file error
- Rhode Island (RI) e-file error code X0000-002
- Rule 04074 schema validation failure
- S1-F1040-026 e-file error
- S1-F1040-027 e-file error
- S1-F1040-028 e-file error
- S1-F1040-060 e-file error
- S1-F1040-080 e-file error
- S1-F1040-376 e-file error
- S2-F1040-147 e-file error
- S2-F1040-152 e-file error
- S2-F1040-394 e-file error
- S2-F1040-429 e-file error
- S3-F1040-024 e-file error
- S3-F1040-056 e-file error
- S3-F1040-144 e-file error
- S3-F1040-286 e-file error
- S3-F1040-287 e-file error
- SA-F1040-002 e-file error
- SA-F1040-025 e-file error
- SC-F1040-002-02 e-file error
- SC-F1040-003 e-file error
- SC-F1040-007 e-file error
- SC-F1040-015 e-file error
- SD-F1040-001 e-file error
- SD-F1040-006 e-file error
- SD-F1040-007 e-file error
- SD-F1040-009 e-file error
- SD-F1040-011 e-file error
- SEIC-F1040-004 e-file error
- SEIC-F1040-501 e-file error
- SEIC-F1040-506 e-file error
- SEIC-F1040-509 e-file error
- SEIC-F1040-534 e-file error
- SEIC-F1040-535 e-file error
- SEIC-F1040-536 e-file error
- SH-F1040-001 e-file error
- SH-F1040-002 e-file error
- SH-F1040-003 e-file error
- SH-F1040-004 e-file error
- SH-F1040-520-01 e-file error
- X0000-005 e-file error
- X0000-029 e-file error
Activities
- A special allowance on Form 8582 isn't present
- Calculate gains recognized on excess distributions
- Calculate Schedule C, line 31
- Calculate the maximum allowable SEP deduction
- Data entry for Schedule K-1 Trust, box 14 Code H, Net Investment income tax
- Data entry for Schedule K-1, Box 20, Code AJ
- Disposal of a passive activity is not shown on Form 8582
- Disposition of an 1120s or 1065 K-1 activity data entry
- Enter foreign interest, dividends, and taxes reported on Schedule K-1
- Enter Reg. 1.1367-1(g) for an individual return
- Enter rental percentages for specific rental expenses
- Enter Schedule K-1 (1065) credits for a 1040
- Enter Schedule K-1 (1120S) credits for a 1040
- Enter Schedule K-1 information from a 1041 return
- Enter Schedule K-1 information from a 1065 or 1120S return
- Enter vacation home carryovers
- Form 4797, basis, passive activity, and at-risk adjustments
- Form 8960 line 4b calculation
- Former passive activities
- Group passive activities
- Include depletion from Schedule K-1 on Schedule E, page 1
- Income from rental real estate activities of a real estate professional doesn't transfer to Schedule SE
- K1 data entry screens not available
- Keogh screen isn't available for an S corporation
- Loss limitation calculations
- Mark an activity as inactive
- Mark the checkbox on Schedule E, line 28e
- Methods for rental percentages
- Minister filing Schedule C
- Negative at-risk recapture
- Offset losses from PTPs
- Partnership Schedule K-1, line 11, code E - cancellation of debt
- Partnership Schedule K-1, line 18, code A - Tax-exempt interest income
- Passive Activity Adjustment on Form 4797, Part I
- Passive Activity Credits on disposal of an activity
- Passive activity loss is reported as nonpassive loss
- Real estate professional information
- Recharacterize passive income
- Rental real estate activities and $25,000 special allowance on Form 8582
- Rental type codes
- Report income and deductions for property rented at least 15 days that doesn't meet personal use test
- Report nonpassive and passive income from publicly traded partnerships (PTPs)
- Schedule E shows a loss for a vacation home
- Schedule E, line 28, prints EDPA
- Schedule E, line 28, prints Rental Real Estate or Other Income
- Schedule E, line 28, prints Unreimbursed Partner Expenses (UPE)
- Self-rented property
- Supplemental business expenses (SBE) from Form 2106 not carrying to Schedule E
- Troubleshoot Form 8829 not printing
- Troubleshoot vehicle questions and mileage not printed on Schedule C
- Use the State if different fields on the K1, K1-2, K1-3, K1-4, K1-5. K1-6, K1-7, K1T, and K1T-2 screens
- Vacation home adjustment calculation
Amend
- Amend a return that has already been amended (1040)
- Amend return to Married Filing Jointly
- Amend return to Married Filing Separately, Single, or Head of Household
- Amended Form 1040-NR
- Complete and e-file Form 1040X amended returns and 1040-SS corrected returns
- Deposit directly on refund from 1040X amended return
- Filing Form 5329 with an amended return (1040)
- Form 1040-V won't print and can't be submitted with a paper filed Form 1040-X
- Interest calculation on Form 1040X
- Remove an amended return (1040)
- Track status of Form 1040X
Bank
- Bank information isn't available
- Bank screen with account information differs from Form 1040, page 2
- ERO enrollment open for Refund Advantage bank products
- Incorrect bank information entered
- Print bank information on page 2 of Form 1040
- Set up the application to use bank products for electronic returns
Basis
- Enter a shareholder loan repayment amount
- Partner's Basis Worksheet calculation of basis limitation
- Shareholder Basis Worksheet: losses and deductions included in the basis limitation
- Shareholder's Basis Worksheet calculation of basis limitation
Calculations
- Calculate tax on Form 1040, line 16
- Calculate the special allowance for a passive loss from a rental real estate with active participation for Form 1040NR filers
- Calculation of Form 1116, line 3e
- Calculation of Form 4952, line 5
- Calculation of General Sales Tax Deduction Worksheet, line 3
- Carryback net operating loss calculations
- Form 6198 limitations of suspended passive losses, section 179 deductions, and capital loss carryovers
- Form 6251, lines 2k, 2l, 2m, and 2n calculation
- Generate Form 7203: S Corporation Shareholder Stock and Debt Basis Limitations
- Losses calculating for a rental to a related party
- Modified taxable income calculation for net operating losses
- NOL Carryover Calculation Worksheet 1, line 2: Taxable income without NOL deduction
- Nonbusiness deductions on Form 1045 Schedule A and NOL Worksheet 1
- Nonbusiness income on Form 1045 Schedule A and NOL Worksheet 1
Capital Gains
- AMT Form 1116, line 1a, calculation
- Attach a paper copy of Form 8949 substitute statement
- Calculation of Form 4952, line 4d: Net gain from the disposition of property held for investment
- Designate a sale as long-term or short-term
- Enter Qualified Opportunity Funds (QOF) for Form 8997
- Enter sales and holdings by a trader who made a mark-to-market election
- Enter taxable liquidating distributions
- Form 1099-B data entry
- Form 1116, line 1a, calculation
- Form 2555 Foreign Earned Income Exclusion
- Form 8949 adjustment codes (1040)
- Form 8949 boxes A-F
- Form 8949 column (f)
- Form 8949 column g
- Form 8949 columns (a)-(e)
- Form 8949 part I and part II
- Report a nonbusiness bad debt on form 8949
- Schedule D transaction limits for e-filing
- Section 1202 gain eligible for exclusion
- Section 1202 small business stock gains exclusion
Carrybacks and carrying forward
- Capital loss carryovers
- Carry back a net operating loss for a new client
- Carry back a net operating loss for proforma'd clients
- Carry back a net section 1256 contract loss
- Carry back an unused general business credit
- Charitable contribution carryovers
- Elect to relinquish or waive NOL carryback
- File form 1040X amended return for a net operating loss (NOL) carryback
- Foreign tax credit carryover calculation
- Form 1045 NOL carryback—amount to carry over to subsequent years
- Form 4562, Line 10 - carryover of disallowed deduction from Line 13
Client Documents
- Batch print and email the Bank Account Verification worksheet
- Combined transmittal letter and filing instructions
- Configure email notifications when returns are accepted
- Create a custom paragraph for a Form 8379 transmittal letter
- Custom paragraphs and descriptions
- Default electronic filing print collation
- Default settings for client documents in the instance of a deceased spouse
- Edit power of Attorney (POA) filing instructions
- Engagement letter edits
- Engagement letter in Web Client Organizer
- Engagement letters and proforma
- Federal and state filing instructions might not combine
- Form 9465 filing instructions
- Generate estimated tax reminder letters
- Include bank account verification information with the client organizer
- IRS refund direct deposit rejection and client notification
- Link, combine, and merge client portals
- Print “Your return will not be filed until signed Form 8879” in filing instructions
- Print a different name when file instructions print deceased taxpayer name when filing single
- Print engagement letters
- Print extension filing instructions
- Print tax return history on Return History Report
Credits
- Additional Child Tax Credit on Schedule 8812
- Complete Schedule R, Credit for the Elderly or Disabled
- Criteria to qualify for the Child Tax Credit
- Disqualifying income for the Earned Income Credit (EIC)
- Earned Income Credit calculates when a spouse is either over 65 or under 25
- Enter child and dependent care expenses
- Enter foreign source income not reported on a W-2
- Enter information for Form 5695, Residential Energy Credits
- Enter IRC section 1341 credit
- Enter prior-year credits for Form 8582CR
- First-time homebuyer credit claimed on sold home
- Form 1040, Schedule 2, line 8c acronyms
- Form 1116 and alternative minimum tax
- Form 8867, Paid preparer's Earned Income Credit checklist
- Repayment of first-time homebuyer credit
- Simplified foreign tax credit limitation election for AMT
Data Sharing
- Data share basis information from a 1065 to a 1040 client
- Data share basis information from an 1120S to a 1040 client
- Data share K1 information to a 1040 return
- Data sharing and reporting grantor trust data
- Items automatically shared from a 1065 or 1120S client
- Suppress basis information from being shared from a 1065 client
- Suppress basis information from being shared from an 1120S client
Deductions
- Charitable contribution carryover limit when a net opening loss exists
- Enter 1099-A and 1099-C information for the same property
- Enter casualty losses for disaster victims
- Enter home mortgage interest on Schedule A
- Enter motor vehicle contributions for Form 8283
- Enter startup expenses
- Form 1098-C data entry
- Form 1099-A data entry
- Form 1099-C
- Form 1099-C data entry
- Form 8283 columns not complete
- Form 8283 data entry for deductions not equal to FMV
- Form W-2, box 14, codes 5 and 8
- Home office and deductible mortgage interest and real estate taxes on Schedule A
- Itemized deduction recoveries
- Report the casualty or theft of an asset
- Schedule A, line 5 calculation
Dependants
- A dependent's name is longer than the character limit
- Claim a dependent in even or odd years
- Claim dependents for Form 1040NR
- Data for a dependent of another taxpayer
- Enter Form W-2, box 10 - Dependent care benefits
- Qualify child for earned income credit when they're not eligible to be claimed as a dependent
- Record deceased child dependent without SSN
Depreciation
- Additional Form 8938 information prints on the Continuation Statement (Page 3)
- Asset depreciation issues for 1040 state returns
- Calculation of business income for line 11 of Form 4562
- Depreciation recapture calculated on disposition with gain (1040, 1120C and 1041)
- Enter auto expenses
- Enter Form 8911 alternative fuel vehicle refueling property credit
- Enter the lease inclusion amount for a vehicle
- Form 8949 exceptions
- Installment sale data entry
- Print Form 4562
- Total vehicle expenses not carrying to Schedule C
- Troubleshoot mass dispositions
- Unrecaptured Section 1250 Gain
- Use the standard mileage rate for vehicle expenses
Education
- American opportunity credit
- Combine scholarship amounts when the student attended multiple schools
- Differences between the American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit
- Education Expense Optimization tool
- Enter education expenses
- Enter education expenses for a student with multiple schools
- Enter educator expenses
- FAFSA Worksheet
- Form 1098-T data entry
- Form 1099-Q data entry
- Qualified education expenses
- Report Form 1098-T, Box 5
- Report partner's portion of the educational assistance benefits
- Spouse who was a student (Form 2441)
Electronic payments for individual returns
- Cancel or change Electronic Funds Withdrawal
- Electronic funds withdrawal (EFW) for a balance due return
- Electronic funds withdrawal (EFW) for balance due amended return
- Electronic funds withdrawal (EFW) for estimated payments
- Electronic funds withdrawal (EFW) with an extension
- IRS didn’t process electronic funds withdrawal (EFW) payment
- Send an electronic funds withdrawal (EFW)
Estimates
- Apply a portion of an overpayment to next year's estimated tax when no estimated tax is due
- Direct debit amount after estimate amounts have been revised
- E-file Form 1040-ES
- Enter state, city, and school district estimated tax payments (1040)
- Freeze estimated tax payment amounts when amending a return after the original due date (1040 US)
- Pay estimated tax payments for Form 1040-ES via EFW
- Pay estimates via credit card, debit card, or direct pay
- Print "Paid" on estimate instructions
- Print 1040 estimate instruction with only the estimated payment amounts that have a balance due
- Print estimate vouchers
- Print scannable vouchers
- Suppress Form 1040-ES from printing and suppress estimate vouchers and instructions
Extensions
- Batch extensions
- Calculate tax liability and balance due for extension payments
- E-file an extension
- Extend 1040 returns
- Extending Form 3520-A
- Failure to Pay penalty on return that was extended
- Include copy of extension with return for client or preparer
- Prepare 1040 extensions
- Prepare estimated tax payments for extensions
- Print and/or paper file an extension
- Set up electronic funds withdrawal (EFW) for an extension payment
- Using Forms 4868 and 2350 to extend due dates
Federal input screens
- 1040 Federal
- 1040 Federal
- 1040 Federal
- 1040 Federal
- 1040 Federal
- 1040 Federal
- 1040 frequently asked questions
- 1040 frequently asked questions
- 1040-PA Local Cities Setup window
- All available 1040 tax elections
- Amend a return that has already been amended (1040)
- Amended Form 1040-NR
- Bank Products dialog (1040)
- Client Documents tab (1040)
- Comparative Analysis Options dialog (1040)
- Complete and e-file Form 1040X amended returns and 1040-SS corrected returns
- Consent to Disclose tab (1040)
- Consent to Use tab (1040)
- Enter foreign pension information
- Enter Qualified Opportunity Funds (QOF) for Form 8997
- Extensions dialog (1040)
- Form 5471 filing requirements
- Freeze estimated tax payment amounts when amending a return after the original due date (1040 US)
- Link Form 1116 to other activities
- Masking Social Security Numbers (SSNs) for clients with preparers outside the U.S.
- Multi-State Allocation dialog
- New Client Options dialog (1040)
- Other tab (1040)
- Other tab (1040)
- Print City Rate Information dialog
- Print Reports dialog
- Process dual-status returns
- Proforma tab (1040)
- Protection Plus Audit Assistance
- Return Presentation tab (1040)
- Screen 1040 - General Information
- Screen 1042S - Withholding US Income
- Screen 1042S-2 - Withholding US Income - Capital Income (1040)
- Screen 1045 - General Information (1040)
- Screen 1045-2 - Computation of Tax (1040)
- Screen 1045-3 - Form 172, Part I - NOL
- Screen 1045-4 - Form 172, Part II (1040)
- Screen 1095A - Form 1095-A, Health Insurance Marketplace Statement (1040)
- Screen 1098C - Contributions of Motor Vehicles, Boats, and Airplanes (1040)
- Screen 1099C - Cancellation of Debt, Abandonment (1040)
- Screen 1099K - Payment Card and Third Party Network Transactions
- Screen 1099M - Miscellaneous Income (1040)
- Screen 1099NEC - Nonemployee Compensation (1040)
- Screen 1099P - Distributions from Cooperative (1040)
- Screen 1099Q - Education Program Payments (1040)
- Screen 1099QA - ABLE Account Information (1040)
- Screen 1099R - Pension and Annuity Information (1040)
- Screen 1099R-2 - Pension and Annuity (Continued) (1040)
- Screen 1099R-3 - Pension and Annuity, Page 3 (1040)
- Screen 1099SA - Health, Medical Account Distributions (1040)
- Screen 1116 - Foreign Tax Credit (1040)
- Screen 1116CO - Foreign Tax Credit, Carryover (1040)
- Screen 114 - Report of Foreign Bank Accounts (FBAR) (1040)
- Screen 1310 - Refund for Deceased Taxpayer (1040)
- Screen 2106 - Employee Business Expenses (1040)
- Screen 2106-2 - Employee Vehicle Expenses (1040)
- Screen 2120 - Multiple Support Declaration (1040)
- Screen 2439 - Shareholder Undistributed Long-Term Capital Gains (1040)
- Screen 2555 - Foreign Earned Income Exclusion (1040)
- Screen 2555-2 - Foreign Earned Income Exclusion, Page 2 (1040)
- Screen 2Yr - Two Year Comparison (1040)
- Screen 2Yr4835 - Two Year Comparison - Form 4835 (1040)
- Screen 2YrC - Two Year Comparison - Profit or Loss From Business (1040)
- Screen 2YrF - Two Year Comparison - Schedule F (1040)
- Screen 2YrRent - Two Year Comparison - Schedule E (1040)
- Screen 3115 - Change in Accounting Method (1040)
- Screen 3115-2 - Automatic Change & Sec 481(a) (1040)
- Screen 3115-3 - Change in Overall Method (1040)
- Screen 3115-4 - Change Within LIFO Inventory Method (1040)
- Screen 3115-5 - Change in Long-Term Contracts (1040)
- Screen 3115-6 - Method of Cost Allocation (1040)
- Screen 3115-7 - Other Costs Not Allocated (1040)
- Screen 3115-8 - Change in Depreciation/Amortization (1040)
- Screen 3468 - Facility Information (1040)
- Screen 3468-2 Advanced Coal, Energy, Manufacturing and Energy Credit (1040)
- Screen 3468-3 Energy Credit Continued and Rehabilitation Credit (1040)
- Screen 3520 - Transactions with Foreign Trusts, Receipt of Foreign Gifts (1040)
- Screen 3520-2 - Foreign Trust Transfers, Distributions and Gifts (1040)
- Screen 3520-3 - Form 3520-A, Return of Foreign Trust with U.S. Owner (1040)
- Screen 3903 - Moving Expenses (1040)
- Screen 4136 - Fuel Tax Credit (1040)
- Screen 4136-2 - Fuel Tax Credit, Page 2 (1040)
- Screen 4136-3 - Fuel Tax Credit, Page 3 (1040)
- Screen 4255 - Investment Credit Recapture (1040)
- Screen 433 - Collection Information Statement (1040)
- Screen 433-2 - Collection Information Statement, Page 2 (1040)
- Screen 4562 - Depreciation and Amortization (1040)
- Screen 4684B - Business Casualty / Theft Loss (1040)
- Screen 4684Elec - Federally Declared Disaster Loss Election
- Screen 4684P - Personal Casualty and Theft Loss (1040)
- Screen 4684PY - Prior Year Business Casualty and Theft (1040)
- Screen 4835 - Farm Rentals (1040)
- Screen 4835-2 - Farm Rental, QBID, Passive Information (1040)
- Screen 4952 - Investment Interest Expenses (1040)
- Screen 5074 - Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI) (1040)
- Screen 5329 - Additional Taxes on Qualified Plans (1040)
- Screen 5405 - First-Time Homebuyer Credit Repayment (1040)
- Screen 5471 - Foreign Corporation (1040)
- Screen 5471-2 - Other Information & Foreign Corp Stock (1040)
- Screen 5471-3 - U.S. Shareholders & Income Statement (1040)
- Screen 5471-4 - Taxes Paid & Balance Sheet (1040)
- Screen 5471-5 - Other Information, Current Yr Earnings, Shareholder Income (1040)
- Screen 5471-6 - Summary of Income From Foreign Corporation (1040)
- Screen 5471-7 - Accumulated Earnings and Related Party Transactions (1040)
- Screen 5471-8 - Foreign Corporation Organization or Reorganization (1040)
- Screen 5471-E - Income, War Profits, and Excess Profits Taxes
- Screen 5471-H - Current Earnings and Profits
- Screen 5471-I1 - Information for Global Intangible Low Taxed Income
- Screen 5471-J - Accumulated Earnings and Profits of CFC
- Screen 5471-P - Previously Taxed Earnings and Profit of U.S. Shareholder
- Screen 5498SA - Health, Medical Account Contributions (1040)
- Screen 56 - Notice Concerning Fiduciary Relationship (1040)
- Screen 6198 - At-Risk Limitations (1040)
- Screen 6198-2 - At-Risk Limitations, Page 2 (1040)
- Screen 656 - Offer in Compromise (1040)
- Screen 673 - Claiming Exemption from Withholding on Foreign Earned Income (1040)
- Screen 6781 - Contracts and Straddles (1040)
- Screen 7202 - Credit for Sick Leave and Family Leave (1040)
- Screen 8082 - Inconsistent Treatment or AAR (1040)
- Screen 8275 - Disclosure Statements (1040)
- Screen 8283P1 - Noncash Contributions Less Than $5,000 (1040)
- Screen 8283P2 - Noncash Contributions Greater Than $5,000 (1040)
- Screen 8288A - Withholding on Disposition of US Property
- Screen 8332 - Release of Child Exemption Claim (1040)
- Screen 8379 - Injured Spouse Allocation (1040)
- Screen 8404 - Interest on DISC Deferred Tax Liability (1040)
- Screen 8453 - Paper Document Attachments
- Screen 8594 - Asset Acquisition Statement (1040)
- Screen 8609A - Annual Statement for Low-Income Housing Credit (1040)
- Screen 8615 - Kiddie Tax - Parent and Taxpayer Information
- Screen 8615Sib - Kiddie Tax - Sibling Information (1040)
- Screen 8621 - Passive Foreign Investment Company or Electing Fund (1040)
- Screen 8621-2 - Passive Foreign Investment Company or Electing Fund, Page 2 (1040)
- Screen 8621-3 - Passive Foreign Investment Company or Electing Fund, Page 3 (1040)
- Screen 8689 - Allocation of Individual Income Tax to U.S. Virgin Islands (1040)
- Screen 8697 - Interest Computation Under Look-Back Method (1040)
- Screen 8801 - Credit for Prior Year Minimum Tax (1040)
- Screen 8805 - Withholding Sec 1446 Foreign Part
- Screen 8814 - Parent's Election to Report Child's Interest and Dividends (1040)
- Screen 8822 - Change of Address (1040)
- Screen 8822B - Change of Address - Business (1040)
- Screen 8824 - Like-Kind Exchanges (1040)
- Screen 8824-2 - Like-Kind Exchanges, Page 2 (1040)
- Screen 8828 - Federal Mortgage Recapture (1040)
- Screen 8829 - Home Office Expenses (1040)
- Screen 8833 -Treaty-Based Return Position Disclosure
- Screen 8839 - Qualified Adoption Expenses (1040)
- Screen 8840 - Closer Connection Statement for Aliens (1040)
- Screen 8843 - Statement for Exempt Individuals (1040)
- Screen 8857 - Innocent Spouse Relief (1040)
- Screen 8857-2 - Eligibility and Knowledge Questions (1040)
- Screen 8857-3 - Spousal Abuse and Other Information (1040)
- Screen 8858 - Foreign Disregarded Entities (1040)
- Screen 8858-2 - Other Information (1040)
- Screen 8858-3 - Other Information, Income Statement, Sect 987 Gain or Loss (1040)
- Screen 8858-4 - Balance Sheet, Other Information and Earnings and Profits (1040)
- Screen 8858-5 - Schedule M - Related Party Transactions (1040)
- Screen 8862 - Claim Refundable Credits After Disallowance - EIC
- Screen 8862-2 - Claim Refundable Credits After Disallowance - CTC/ACTC
- Screen 8862-3 - Claim Refundable Credits After Disallowance - AOTC
- Screen 8862-4 - Claim Refundable Credits After Disallowance - Other
- Screen 8867 - Due Diligence Checklist (EIC, CTC/ACTC, AOTC)
- Screen 8885 - Health Coverage Tax Credit
- Screen 8886 - Reportable Disclosure Statements (1040)
- Screen 8886-2 - Reportable Disclosure Statements, Page 2 (1040)
- Screen 8898 - Bona Fide Residence in a U.S. Possession (1040)
- Screen 8903 - Domestic Production Deduction (1040)
- Screen 8910 - Alternative Motor Vehicle Credit (1040)
- Screen 8911 - Alternative Fuel Vehicle Refueling Property Credit (1040)
- Screen 8912 - Credit to Holders of Tax Credit Bonds (1040)
- Screen 8915-C - 2018 Qualified Disaster Retirement Distributions & Repymts (1040)
- Screen 8915-D - 2019 Qualified Disaster Retirement Distributions & Repymts (1040)
- Screen 8915FYY - Qualified Disaster Retirement Distributions & Repymts
- Screen 8915FYY - Qualified Disaster Retirement Distributions & Repymts
- Screen 8915FYY - Qualified Disaster Retirement Distributions & Repymts
- Screen 8918 - Material Advisor Disclosure Statement (1040)
- Screen 8936 - New/Previously Owned Clean Vehicle Credit (1040)
- Screen 8936QC – Qualified Commercial Clean Vehicle Credit
- Screen 8938 - Statement of Specified Foreign Financial Assets (1040)
- Screen 8938-2 - Statement of Specified Foreign Financial Assets, Page 2 (1040)
- Screen 8941 - Small Employer Health Insurance Premiums (1040)
- Screen 8990 - Limitation on Business Interest Expense Under Section 163 (j)(1040)
- Screen 8992 - U.S. Shareholder Global Intangible Low-Taxed Income (GILTI) (1040)
- Screen 926 - U.S. Transferor of Property to a Foreign Corporation (1040)
- Screen 926-2 - U.S. Transferor of Property to a Foreign Corporation, P2 (1040)
- Screen 9465 - Installment Agreement Request (1040)
- Screen 962 - Section 962 Election (1040)
- Screen 965 - Deferred Foreign Income (1040)
- Screen 965-A - Section 965 Transition Tax (1040)
- Screen 970 - Application To Use LIFO Method, Page 1 (1040)
- Screen 970-2 - Application To Use LIFO Method, Page 2 (1040)
- Screen 982 - Reduction of Tax Attributes - Discharge of Indebtedness (1040)
- Screen A - Itemized Deductions (1040)
- Screen A-St - Miscellaneous Itemized Deductions (State Use Only) (1040)
- Screen ACA Tax - Net Investment Income Tax Add'l Medicare Tax
- Screen AdvCTC
- Screen Amend - Amended Return (1040)
- Screen AMT - Alternative Minimum Tax (1040)
- Screen Auto - Auto Worksheet (1040)
- Screen B&D - Interest, Dividends, Capital Gains / Losses, REMICs (1040)
- Screen Bank - Deposit, Electronic Funds Withdrawal (1040)
- Screen BOI - Beneficial Ownership Information for FinCEN (1040)
- Screen Broker - Consolidate Broker Statement (1040)
- Screen C - Profit or Loss from Business (1040)
- Screen C-2 - Profit or Loss From Business - Expenses (1040)
- Screen C-3 - Profit or Loss From Business - Passive, Other (1040)
- Screen CasPY - Prior Year Personal Casualty and Theft (1040)
- Screen Clergy - Minister, Clergy, and Religious Workers (1040)
- Screen CO - Carryovers, Nonbusiness (1040)
- Screen CO-2 - Carryovers, Nonbusiness - Qualified Conservation Contrib
- Screen CO6765 - Research Credit Carryover
- Screen COGBCr - Carryovers, General Business Credits (1040)
- Screen ComPSt - Community Property State Allocation (1040)
- Screen Consent - Consent to Disclose, Use Tax Return (1040)
- Screen Contact - Client Contact Information and Third Party Designee (1040)
- Screen Coverage - Health Care Coverage (1040)
- Screen Cr - Dependent Care, CTC/ODC, Sch R, Foreign Tax Credit (1040)
- Screen Cr-2 - 8880, 8396, 8582-Cr (1040)
- Screen Cr-3 - Form 5695, Residential Energy Credit (1040)
- Screen Cr-Bus - Forms 3800, 5884 (1040)
- Screen Cr-Bus2 - Forms 8586, 8846, 8844, 8864, 8830 (1040)
- Screen Cr-Bus3 - Forms 8826, 8845, 8881, 8882, 8932 (1040)
- Screen Cr-Bus4 - Forms 6478, 8904, 8874 (1040)
- Screen Cr-Bus5 - Forms 8896, 8908, 8900, 8906 (1040)
- Screen DualStat - Dual-Status Statement
- Screen Educate - Education Payments, Adjustments, Credits (1040)
- Screen EIC - Earned Income Credit (1040)
- Screen Elect - Elections (1040)
- Screen ELF - Electronic Filing (1040)
- Screen eSign - Electronic Signature (1040)
- Screen Est - Federal Payments and Estimates (1040)
- Screen Ext - Extensions (1040)
- Screen F - Farm (1040)
- Screen F-2 - Farm - Income and Expenses (1040)
- Screen F-3 - Farm - Passive, Other Information (1040)
- Screen F20Wrk2 - 2020 Qualified Disaster Distribution Worksheets 2-5
- Screen F21Wrk1A - 2021 Qualified Disaster Distribution Worksheet 1A
- Screen F21Wrk1B - 2021 Qualified Disaster Distribution Worksheet 1B
- Screen F21Wrk2 - 2021 Qualified Disaster Distribution Worksheets 2-5
- Screen F22Wrk1A - 2022 Qualified Disaster Distribution Worksheet 1A
- Screen F22Wrk1B - 2022 Qualified Disaster Distribution Worksheet 1B
- Screen F22Wrk2 - 2022 Qualified Disaster Distribution Worksheets 2-5
- Screen FAFSA - Federal Student Aid Application Information (1040)
- Screen Family - Related Returns - Family Transfer, FSO, Merged
- Screen FEC - Foreign Employer Compensation (FEC) (1040)
- Screen FrgnAcct - Foreign Financial Accounts - Forms 8938 and 114 (FBAR) (1040)
- Screen H - Household Employment Taxes (1040)
- Screen History - Tax Return History (1040)
- Screen Home - Sale of Personal Residence (1040)
- Screen IDAuth - Identity Authentication (1040)
- Screen IDTheft - Identity Theft Affidavit (1040)
- Screen Income - Other Income (1040)
- Screen Info - Client Information (1040)
- Screen Insolve - Insolvency Worksheet
- Screen InstPY - Prior Year Installment Sale (1040)
- Screen IRA - Traditional and Roth IRA (1040)
- Screen J - Schedule J - Farm Income Averaging (1040)
- Screen K1 - Schedule K-1, 1065 / 1120S - General Information (1040)
- Screen K1-2 - Schedule K-1, 1065 / 1120S - Current Income (1040)
- Screen K1-3 - Schedule K-1, 1065 / 1120S - Deductions (1040)
- Screen K1-4 - Schedule K-1, 1065 / 1120S - SE, Credits, Withholdings, Frgn (1040)
- Screen K1-5 - Schedule K-1, 1065/1120S - AMT, Basis Items (1040)
- Screen K1-6 - Schedule K-1, 1065/1120S - Other, Unreimbursed Ptr Expense (1040)
- Screen K1-7 - Schedule K-1, 1065/1120S - QBID, Passive, Other, PTP (1040)
- Screen K1-St - State Information for Schedule K-1 (1120 / 1065 / 1041) (1040)
- Screen K1-St2 - State Information for Schedule K-1 (1120 / 1065) (1040)
- Screen K1QBI - Schedule K-1, 1065/1120S - QBI from Pass-Throughs (1040)
- Screen K1Sale - Sales - Section 179 Pass-Through (1040)
- Screen K1T - Schedule K-1, 1041 (1040)
- Screen K1T-2 - Schedule K-1 1041, Page 2 (1040)
- Screen K1T-3, Schedule K-1, 1041 - Credits, QBID, PAL, Carryovers (1040)
- Screen K1T-St2 - State Information for Schedule K-1T (1041) (1040)
- Screen K1TQBI - Schedule K-1, 1041 - QBID
- Screen Keogh - Keogh, 401(k), SEP, SIMPLE Contributions (1040)
- Screen Letter - Client Documents (1040)
- Screen MortgInt - Home Mortgage Interest Limitations (1040)
- Screen NOLCO - NOL Carryover, Carryback (1040)
- Screen NRA - Nonresident Alien Return (1040)
- Screen NRA-2 - Nonresident Alien Return, Page 2 (1040)
- Screen OGCost - Oil / Gas Cost Center Information (1040)
- Screen OGWell - Oil / Gas Well Information (1040)
- Screen OthAsset - Forms 4562 & 4797 (1040)
- Screen OtherAdj - Other Adjustments (1040)
- Screen OtherTax - SE, Other Taxes, 4137, 8919 (1040)
- Screen PALCrCO - Schedule K-1, Passive Credit Carryovers (1040)
- Screen PBasis1 - Partner Basis (1040)
- Screen PBasis2 - Partner Basis Carryovers (1040)
- Screen Pen - Penalties and Interest (1040)
- Screen PIN - Electronic Filing Personal Identification Number (PIN) Information (1040)
- Screen POA - Power of Attorney and Tax Information Authorization (1040)
- Screen Ponzi - Revenue Procedure 2009-20 (1040)
- Screen PRR - Preparer Review (1040)
- Screen PTC - Premium Tax Credit (1040)
- Screen QSEHRA - Qual Small Employer Health Reimbursement
- Screen RAL - Electronic Refund Account Application (1040)
- Screen Refunds - State and Local Tax Refunds (1040)
- Screen Rent - Rent and Royalty Property (1040)
- Screen Rent-2 - Rent and Royalty Property - QBID, Passive (1040)
- Screen Rent-3 - Rent and Royalty Property - Vacation Home (1040)
- Screen Sale - Forms 4797 and 6252 (1040)
- Screen SBasis1 - Shareholder Basis (1040)
- Screen SBasis2 - Shareholder Debt Basis
- Screen SBasis3 - Shareholder Basis Carryovers (1040)
- Screen SSA-1099 - Social Security, Tier 1 Railroad Retirement Benefits (1040)
- Screen SSA1042S - Social Security, Tier 1 Railroad Retirement Benefits (1040)
- Screen St CO - State Passive Carryovers (1040)
- Screen St Pmt - State and City Payments (1040)
- Screen TermStmt - U.S. Residency Termination Statement (1040)
- Screen TPW - Tax Projection (1040)
- Screen TPW-2 - Tax Projection, Page 2 (1040)
- Screen TPW-ACA - Tax Projection, Affordable Care Act (1040)
- Screen TPW-Comp - Tax Projection, Comparison (1040)
- Screen W2 - Wages (1040)
- Screen W2G - Gambling Winnings (1040)
- Screen W4 - Employee Withholding Allowance Certificate (1040)
- Screen W7 - Application for Individual Taxpayer Identification Number (1040)
- Screen W7-2 – Acceptance Agent information – Form W-7 (COA) (1040)
- Tax Return History Chart Options dialog (1040)
- Transfer state(s)? dialog
- Transfer state(s)? dialog
- Use source data entry to export to UltraTax CS
- Use the Filing Status optimization tool
- View and edit tax elections
Filing
- 1040 IRS filing deadlines and electronic filing information
- Complete Form W-7
- Create a nonresident alien return
- Customize print collation for returns filed electronically
- Define global options for electronic filing of returns
- E-file dual-status returns
- E-file errors or rejections arising from name control force fields
- E-filing Form 1040NR
- Electronic file a superseded return
- Electronic filing guidelines for noncalculating Form 8854
- Electronic Filing Status (Green E) - Signature Document
- ELF critical diagnostic: Complete boxes B, C, & 15 (if applicable) on Screen W-2, employer name
- ELF critical diagnostic: Enter a minimum of 330 foreign days for the taxpayer to qualify for physical presence
- Enter APO, DPO, and FPO addresses for electronic returns
- Enter the filing status for a nonresident alien return
- Entering prior year PIN and AGI for first-time filers
- File 1040-SS, U.S. Self-Employment Tax Return
- File for Electronic Refund Disbursement Service
- Filing 1040 when filing Form 4970 with Form 3520
- Filing Form 1040-SS electronically
- Filing requirements for Forms 3520 and 3520-A
- FinCEN Form 114 (FBAR) doesn’t generate
- Form 3520 filing instructions due date
- Form 5471 filing requirements
- Form 8453 filing instructions
- Form 8453 mailing address for 1040 electronic filers
- Form 8948 paper filing exception
- Form limitations for electronic filing
- Form W-7 filing instructions
- Forms not eligible for e-filing
- Forms not included in the e-file
- Generate Form 8938 with Form 1040NR
- Include Form 1099-R in an electronic file
- Include the daytime phone number on Form 2848
- Mandate for e-filing individual returns
- Married filing joint return: Elect to file return with nonresident alien spouse
- Married filing separate status
- Masking Social Security Numbers (SSNs) for clients with preparers outside the U.S.
- Number of times forms can be eSigned
- Prepare 1040 electronic returns including batch processing
- Prepare Form 2848 Power of Attorney or Form 8821 Tax Information Authorization
- Print Form 8689 for a U.S. citizen or resident who's not a bona fide resident of the U.S. Virgin Islands
- Qualifying widower filing status
- Request an Electronic Fund Disbursement or Refund Service
- Split income for domestic partners
- Submit Form 8332 as a paper document attachment with Form 8453
- Suppress 1040 federal electronic files when creating state electronic files
- Tax forms available for U.S. territories
- Taxpayer authentication for state electronic filing
- Turn on masking and password control for SSNs
- Use IRS e-file signature authorization when PIN is entered by a taxpayer or spouse
- Use IRS e-file signature authorization when the PIN is entered by ERO or generated by UltraTax
- Verify electronic funds withdrawal information for a return filed electronically
- Where to file Form 8822 when the line 1 checkbox is marked
Foreign
- Calculate the deductions for foreign-earned income
- Claim foreign taxes paid as a credit vs deduction (Schedule A)
- Complete Schedule B, Part III, when Foreign Accounts and Trusts is blank
- Country code on Form 114 is different from the country code on the 1040 input screen
- Enter a foreign address for electronic returns
- Enter foreign capital gains and losses
- Enter foreign earned income to generate Form 2555
- Enter the Form 2555 allocation code
- Force fields for foreign income
- Form 1042-S data entry
- Form 2555 deductions allocable to excluded income worksheet
- Form 2555 foreign earned income allocation worksheet
- Form 5471 doesn't generate
- Form 5471 exchange rate
- Generate Form 8938
- Link Form 1116 to other activities
- More information on foreign capital gains and losses
- Multiple input screens for Form 2555
- Prepare Form 1116 with Form 2555
- Print "Taxpayer Abroad" on Form 1040
- Report foreign tax redeterminations (Form 1116 Schedule C)
Health Care
- 1040-US: Claim both Health Coverage Tax Credit and Premium Tax Credit
- 1040-US: Include Medicare premiums in the calculation of the self-employed health insurance deduction
- Affordable Care Act (ACA) - Form 1095-A, 1095-B, and 1095-C
- Affordable Care Act (ACA) shared policy data entry
- Affordable Care Act alternative calculation for year of marriage data entry
- Calculation of HSA contribution limitation
- Calculations in worksheets for Publication 974, Premium Tax Credit
- Data entry for Health Savings Account (HSA) distributions
- Enter HSA information when there are employer contributions reported on Screen W2, box 12, code W
- Enter medical insurance premiums paid on behalf of a greater-than-two-percent shareholder
- Enter medical insurance premiums paid to a family member of a greater-than-two-percent shareholder
- Excess HSA contributions
- Form 1095-A data entry
- Form 1099-LTC data entry
- Form 1099-QA data entry
- Form 1099-SA data entry
- Form 5498-SA data entry
- Form 8962, Premium Tax Credit, uses the prior year federal poverty line
- HSA catch-up contributions
- Limitation calculation for HSA and Archer MSA contributions with multiple accounts
- Self-employed health insurance deduction for Schedule C
- Self-employed health insurance deduction isn't calculating
Home Office
- Allocate income to 2 home offices
- Enter home office information
- Enter home offices in the same home for multiple activities
- Enter the value of land on Form 8829, line 37
- Home office expense allocation
- Sale of a personal residence with a home office
- Schedule C home office deduction missing from Form 8829
- Sell a Schedule C business home office asset
- Simplified Home Office Deduction
- Use the Simplified Home Office Deduction
Importing and exporting
- Export 1040 client data into Planner CS
- Export 1040 client data into the Bureau of National Affairs (BNA) Income Tax Planner
- Export multi-state allocation information to Excel
- Import Ledgible cryptocurrency software from Verady
- Import multi-state allocation information from Excel
- Multi-state allocation export/import to Excel (K1's only)
Income
- Adjust calculated earned income used to calculate unearned income on Form 8615, line 1
- Alternative Minimum Tax (AMT) and passive farm losses
- Alternative minimum tax overview
- Calculate the percentage of tax-free income for a minister
- Calculation of Form 4952, line 4a - Gross income from property held for investment
- Data entry for Section 121 exclusion
- Destinations for code 2 amounts in Box 14
- Elect to include net capital gain or qualified dividends in investment income
- Enter a Form W-2 with combat pay exclusion for electronic filing
- Enter data for Form 8889, Line 9
- Enter data for prior year payments received field in the InstPY screen
- Enter hobby income and expenses
- Enter minister wages and housing allowance for self-employment tax
- Enter unused housing allowance income
- Enter wages for foreigner employer with no EIN
- Excess Social Security and Tier 1 RRTA tax withheld
- Exclude Notice 2014-7 payments included in box 1 of Form W-2
- Figure the allowable deduction for a minister's Schedule C expenses
- Foreign country code for "Various"
- Form 1040 line 1 acronyms
- Form 1099-G data entry
- Form 1099-K data entry
- Form 1099-MISC data entry
- Form 1099-PATR data entry
- Form 1099-S data entry
- Form 2439 data entry
- Form 3922 data entry
- Form 8615, line 1 includes unemployment compensation
- Form W-2 box 14 codes
- Form W-2 data entry
- Form W-2, Box 12, Code C - Cost of group term life insurance coverage over 50,000
- Form W-2, Box 12, Code D - Section 401(k) contributions
- Form W-2, box 12, code P - excludable moving expense reimbursements
- Form W-2, Box 12, Code V nonstatutory stock options
- Form W-2, box 14, code 1 - auto
- Generate and print Schedule H, page 1
- Generate Form 4852 when filing electronically
- Incentive stock options income recognized for AMT
- Renumber Schedule K-1 units
- Repaid unemployment compensation
- Schedule C, lines 32a and 32b
- Statutory employee wages
- Third party sick pay in W-2 Box 12 Code J
- Use IRS Publication 517 clergy worksheets
Interest and dividends
- Adjust amounts for nominee distribution, accrued interest, OID, or ABP
- Attach electronic copy of Form 8949 substitute statement
- Calculate series EE or I bond interest
- Critical diagnostic - dividend schedule, total capital gains are less than the sum of 1099-DIV 2(b), 2(c) & 2(d)
- Data entry for Form 8960 Net Investment Income Tax
- Dispose of interests in partnerships or S corporations when section 1411(c)(4)(A) applies
- Enter a wash sale
- Enter accrued interest
- Enter consolidated 1099 as a whole
- Enter data for Form 6781 section 1256 contracts marked to market
- Enter exclusion for Series EE or I bond interest
- Enter foreign interest income
- Enter foreign taxes paid on foreign dividend income
- Enter Form 1099-DIV nominee distributions
- Enter Form 1099-INT nominee distributions
- Enter municipal and tax-exempt dividends reported on Schedule B
- Enter nominee amount adjustments for dividends
- Enter nominee, accrued, OID, or ABP adjustments for interest
- Enter private activity bond dividend income
- Enter private activity bond interest income
- Enter seller-financed mortgage interest
- Enter series EE or I bond interest on Schedule B
- Enter tax-exempt interest reported on Schedule B
- Enter taxable dividends
- Enter U.S. obligations and exempt interest for state return processing
- Exemption from foreign tax credit limitation (suppress Form 1116)
- Force series EE or I bond interest
- Form 1099-DIV data entry
- Form 1099-INT data entry
- Form 1099-OID data entry
- Interest and dividend income for a multi-state return
- Interest income information transferred to Form 1116
- Nondividend distributions
- Print conditions for Schedule B
- Report tax-exempt interest on Schedule B
- Report worthless securities on Form 8949
- Troubleshoot Form 1116 not printing
Payments and refunds
- 1040 penalties
- Apply refund to second or later estimates
- April 15 on weekend/holiday and failure to file or pay
- Electronic file guidelines for Form 1310
- Electronic funds withdrawal (EFW) for a balance due return
- Electronic funds withdrawal (EFW) for balance due amended return
- Electronic funds withdrawal (EFW) for estimated payments
- Electronic funds withdrawal (EFW) with an extension
- Enter estimated tax payments
- Form 1310 isn't generating
- Form 2210-F estimated tax penalty for farmers
- Pay balance due extension using electronic funds transfer (EFW)
- Pay balance due using electronic funds transfer (EFW)
- Penalties and interest after 2 years
- Print Bank Account Verification worksheet
- Print blank Form 1040-ES and filing instructions
- Print Form 1040-V payment voucher
- Safe Harbor rules for estimated tax payments
- Suppress printing Form 1040-V payment voucher
- Tax Refund Worksheet isn't calculating
PIN
- Auto-generate the signature date and taxpayer PIN for electronic 1040 returns
- Complete Forms 8879 and 8878
- Configure UltraTax CS to generate a taxpayer personal identification number (PIN) automatically for 1040 returns
- Enable Practitioner PIN for 1040 clients
- Enter an identity protection personal identification number (IP PIN)
- Personal identification number (PIN) options for 1040 electronic filing
- Print Form 8879
- Set the practitioner personal identification number (PIN) for all 1040 clients filing electronically
- Use a practitioner PIN to sign a 1040 return
- Use a self-select PIN for a 1040 return
- Use the practitioner PIN method for extension forms
- Use the self-select PIN method for extension forms
Processing
- Merge individual clients
- All available 1040 tax elections
- Before you merge individual clients
- Calculate the Recovery Rebate worksheet
- Community property
- Community property designation
- Data entry requirements for the Filing Status Optimization utility
- Delete Filing Status Optimization
- Enter a prior-year loss on a passive activity
- Enter Form 8915-F information for 2020 COVID disaster distributions
- Enter marginal oil production percentage depletion rates
- Enter taxable interest
- Filing Status Optimization and Community Property Allocation
- Filing Status Optimization is not available
- Filing Status Optimization Report
- Filing Status Optimization tool
- Filing Status Optimization Utility and dependents
- Form 8990
- Form 8990 data entry in UltraTax CS
- Form W-4 withholding and the Tax Projection Worksheet
- Generate separate estimated payments for taxpayer and spouse
- Head of household filing status
- How to add footnotes
- Input screens with tax elections
- Installment sale and passive suspended losses (PALs)
- Itemized or standard deduction in filing status optimization
- Merge individual clients for a domestic partnership return
- Partners not subject to 163(j)
- Preparer notes
- Proforma domestic partner clients to retain carryover amounts
- Recombine clients into an existing married filing joint or domestic partnership return
- Recovery rebate credit
- Report business or rental portions of a home sale on Form 4797
- Report Paycheck Protection Program loan information
- Resolve critical errors when merging clients
- Sale of second home
- Section 163(j)
- Social Security and Railroad Retirement Benefits (including repayments)
- Split married filing joint returns and income
- Suppress printing of the Filing Status Optimization Summary Report
- Tax Code Diagrams guide
- Tax Projection Worksheet overview
- Tax Projection Worksheet tax rates and inflation-adjusted amounts
- Taxable social security income calculation on the Tax Projection Worksheet
- Undo Family Transfer Utility transfer
- Use the Family Transfer Utility to transfer data between returns
- Use the Filing Status optimization tool
QBID
- Calculate qualified business income
- Calculate the qualified business income deduction
- Limitations to the qualified business income deduction
- Qualified business income and deduction for Form 4835
- Qualified business income and deduction for Schedule F, Farm
- Qualified business income deduction
- Qualified business income deduction calculations
- Qualified business income deduction limitations for Schedule K-1, Pass-through entity
- Qualified business income for Schedule C, Business
- Qualified business income for Schedule E, Rental
- Qualified business income for Schedule K-1, 1041
- Qualified business income for Schedule K-1, 1120S, and 1065
- Report qualified business income (QBI) for a partnership
- Troubleshoot qualified business income deduction calculations
Retirement
- 1099-R distributions with code P reported on the previous year's return
- Calculate the maximum allowable Keogh deduction
- Calculation of IRA contribution amount
- Calculation of modified adjusted gross income when there are KEOGH, SEP, or SIMPLE adjustments
- Calculation of taxable IRA distribution
- Compute required minimum distributions
- Contribution limits for traditional and Roth IRAs
- Convert a traditional IRA to a Roth IRA
- Death Benefit Exclusion on Form 1099-R
- Effect of missing client information on calculation of required minimum distributions
- Enter 1099-R qualified charitable distributions
- Enter a nondeductible contribution to a traditional IRA
- Enter a Traditional IRA contribution
- Enter an inherited IRA from someone other than the spouse
- Enter distribution from an IRA rolled over into another IRA
- Enter early distribution exceptions (Form 5329)
- Enter foreign pension information
- Enter housing allowances for retired ministers
- Enter IRA recharacterizations
- Enter qualified disaster distributions
- Enter qualified retirement distribution exceptions for COVID-19
- Enter Roth distributions
- Enter Traditional IRA distribution
- File requirements for Form 5329
- Form 1099-R current-year IRA recharacterization
- Form 1099-R distributions from a Roth IRA
- Form 1099-R distributions of excess Roth IRA contributions
- Form 1099-R IRA conversions to a Roth IRA
- Form 1099-R prior year IRA recharacterization
- Form 1099-R with distribution code Q
- Form 1099-R, Box 7 codes
- Form 8606, lines 4 through 13 are not calculating
- Form RRB-1042S tax statement data entry
- Form RRB-1099 data entry
- Form RRB-1099-R data entry
- Form SSA-1042S data entry
- Form SSA-1099 data entry
- Individual Retirement Account (IRA) recharacterization overview
- Inherited IRA from someone other than spouse
- Lump sum social security benefits
- Maximum allowable solo 401(k) deduction
- Partial rollover data entry
- Penalty on early withdrawal of savings
- Print conditions for Form 8606
- Print custom paragraphs in transmittal letters regarding contributions to IRAs
- Print pension and IRA distributions on Form 1040, line 4a
- Roth IRA contribution calculation
- Roth IRA contribution data entry
- Taxable IRA distributions with IRA contributions worksheet
- Taxable social security benefits and IRA worksheet
Self-Employment
- Calculate the Self-Employed Health Insurance Deduction Worksheet Line 4 for ministers
- Elective deferrals in the calculation of a self-employment retirement plan deduction
- Exclude Schedule C or F income from self-employment tax
- File 1040-SS, U.S. Self-Employment Tax Return
- Indicate a minister is exempt from self-employment tax
- Keogh, SEP, SIMPLE, or other qualified plan isn't calculating
- Mark the Check if self-employed checkbox on page 2
- Self-employment income calculation for general partners and LLC member-managers
- Self-employment-related deductions from qualified business income
States
- 1040 e-filing information
  - 1040 Alabama electronic filing information
  - 1040 Albion electronic filing information
  - 1040 Alliance electronic filing information
  - 1040 Arizona electronic filing information
  - 1040 Arkansas electronic filing information
  - 1040 Battle Creek electronic filing information
  - 1040 Benton Harbor electronic filing information
  - 1040 Big Rapids electronic filing information
  - 1040 Brookville electronic filing information
  - 1040 California electronic filing information
  - 1040 Cincinnati electronic filing information
  - 1040 City of Portland and Multnomah County, OR electronic filing information
  - 1040 Colorado electronic filing information
  - 1040 Connecticut electronic filing information
  - 1040 Dayton electronic filing guide
  - 1040 Delaware electronic filing information
  - 1040 Detroit electronic filing information
  - 1040 Dublin electronic filing information
  - 1040 East Lansing electronic filing information
  - 1040 federal electronic filing information
  - 1040 Flint electronic filing information
  - 1040 Georgia electronic filing information
  - 1040 Grand Rapids electronic filing information
  - 1040 Granville electronic filing information
  - 1040 Grayling electronic filing information
  - 1040 Hamtramck electronic filing information
  - 1040 Hawaii electronic filing information
  - 1040 Highland Park electronic filing information
  - 1040 Idaho electronic filing information
  - 1040 Illinois electronic filing information
  - 1040 Indiana electronic filing information
  - 1040 Ionia electronic filing information
  - 1040 Iowa electronic filing information
  - 1040 Jackson electronic filing information
  - 1040 Kansas City, MO electronic filing information
  - 1040 Kansas electronic filing information
  - 1040 Kentucky electronic filing information
  - 1040 Lancaster electronic filing information
  - 1040 Lansing electronic filing information
  - 1040 Lapeer electronic filing information
  - 1040 Louisiana electronic filing information
  - 1040 Maine electronic filing information
  - 1040 Maryland electronic filing information
  - 1040 Marysville electronic filing information
  - 1040 Mason electronic filing information
  - 1040 Massachusetts electronic filing information
  - 1040 Michigan electronic filing information
  - 1040 Middletown electronic filing information
  - 1040 Minnesota electronic filing information
  - 1040 Mississippi electronic filing information
  - 1040 Missouri electronic filing information
  - 1040 Montana electronic filing information
  - 1040 Muskegon electronic filing information
  - 1040 Muskegon Heights electronic filing information
  - 1040 Nebraska electronic filing information
  - 1040 Nevada electronic filing information
  - 1040 New Hampshire electronic filing information
  - 1040 New Jersey electronic filing information
  - 1040 New Mexico electronic filing information
  - 1040 New York electronic filing information
  - 1040 North Carolina electronic filing information
  - 1040 North Dakota electronic filing information
  - 1040 Ohio electronic filing information
  - 1040 Oklahoma electronic filing information
  - 1040 Oregon electronic filing information
  - 1040 Pennsylvania electronic filing information
  - 1040 Philadelphia electronic filing information
  - 1040 Pontiac electronic filing information
  - 1040 Portland, MI electronic filing information
  - 1040 Rhode Island electronic filing information
  - 1040 RITA electronic filing information
  - 1040 Saginaw electronic filing information
  - 1040 Sharonville electronic filing information
  - 1040 South Carolina electronic filing information
  - 1040 Springboro electronic filing information
  - 1040 Springfield electronic filing information
  - 1040 Strasburg electronic filing information
  - 1040 Tennessee electronic filing information
  - 1040 Tipp City electronic filing information
  - 1040 Utah electronic filing information
  - 1040 Vandalia Group electronic filing information
  - 1040 Vermont electronic filing information
  - 1040 Virginia electronic filing information
  - 1040 Walker electronic filing information
  - 1040 Washington DC electronic filing information
  - 1040 Washington electronic filing information
  - 1040 West Virginia electronic filing information
  - 1040 Westerville electronic filing information
  - 1040 Whitehall electronic filing information
  - 1040 Wisconsin electronic filing information
- 1040 States
  - 1040 state estimates quick reference
  - 1040 State: Extension overview
  - 1040 State: Tuition Savings Program (529 Plan)
  - Access the state allocation spreadsheet for K1, K1T, or 6198 screens
  - Access the state allocation spreadsheet for the C, E, F, and 4835 screens
  - Acknowledgment: Accepted with exception-processing will be delayed
  - Add, delete, and print additional return types
  - AGI and Build-up states
  - Allocate income by percentage to different states
  - Allocate income to states in the K1 state allocation spreadsheet
  - Allocate income to states in the state allocation spreadsheet (for C, E, F, and 4835 screens)
  - Calculate AGI for a state (AGI vs Build-up)
  - Community property allocation
  - Credit for taxes paid to another state calculation
  - Duplex state returns
  - E-filing state amended returns
  - Enter a pass-through entity tax (PTET) credit for a 1040 return
  - Enter allocation data by state
  - Estimated payments not carrying to Schedule A, Line 5 - State and Local Income Taxes
  - Estimates overview
  - Form 9325 doesn't print the date accepted for extensions
  - Incorrect K1 allocation amounts transferring to state
  - Missing Tax Projection Worksheet on state returns
  - Mixed state residencies for taxpayer and spouse
  - Multiple state returns - Process part-year resident and nonresident returns for the same state
  - Multiple state returns — Entering wages
  - Multiple state returns — Process 2 part-year returns
  - Multiple state returns — Process resident and nonresident returns
  - Print blank estimate vouchers
  - Process dual-status returns
  - Retirement State Use Codes
  - Set up electronic funds withdrawal (EFW)
  - State allocation data for 1040 state returns
  - State only Refund Advantage
  - State or local tax refunds with no tax benefit due to AMT
  - State ZIP Codes
  - States that allow explanatory notes within the electronic file
  - Tax credit bond interest
  - Tax Exempt Interest
  - Use Filing Status Optimization to create a state-only MFS return
  - Withholding scenarios
- Alabama
  - Help articles
  - Screens
- Arizona
  - Help articles
  - Screens
- Arkansas
  - Screens
- California
  - Enable Practitioner PIN for 1040 clients
  - Help articles
  - Screens
- Colorado
  - Help articles
    - 1040 Colorado electronic filing information
    - Local wages and withholding
  - Screens
- Connecticut
  - Help articles
    - CT025-MEF-IND e-file error
  - Screens
- Delaware
  - Help articles
    - 1040 Delaware electronic filing information
  - Screens
- District of Columbia
  - Screens
- Georgia
  - Help articles
  - Screens
- Hawaii
  - Help articles
  - Screens
- Idaho
  - Help articles
    - Electronic fund transfers (EFT) using automated clearing house (ACH) debit and credit
    - Prepare Form 51 extension
  - Screens
- Illinois
  - Help articles
  - Screens
- Indiana
  - Help articles
  - Screens
- Iowa
  - Help articles
    - 1040 Iowa electronic filing information
  - Screens
- Kansas
  - Help articles
    - 1040 Kansas electronic filing information
  - Screens
- Kentucky
  - Help articles
  - Screens
- Louisiana
  - Help articles
    - Prepare Form IT-540 extension
  - Screens
- Maine
  - Screens
- Maryland
  - Help articles
    - Pension exclusion
  - Screens
- Massachusetts
  - Help articles
  - Screens
- Michigan
  - Help articles
  - Screens
- Michigan-cities
  - Help articles
  - Screens
- Minnesota
  - Help articles
    - 1040 Minnesota electronic filing information
    - Prepare Form M1 extension
  - Screens
- Mississippi
  - Help articles
    - 1040 Mississippi electronic filing information
  - Screens
  - Tax
- Missouri
  - Help articles
    - 1040 Missouri electronic filing information
  - Screens
- Montana
  - Help articles
    - 1040 Montana electronic filing information
  - Screens
- Nebraska
  - Screens
- Nevada
  - Screens
- New Hampshire
  - Screens
- New Jersey
  - Help articles
  - Screens
- New Mexico
  - Help articles
    - PIT-B information
  - Screens
- New York
  - Help articles
  - Screens
- North Carolina
  - Help articles
  - Screens
- North Dakota
  - Help articles
    - 1040 North Dakota electronic filing information
    - R0000-008 e-file error
  - Screens
- Ohio
  - Help articles
  - Screens
- Ohio Cities
  - Help articles
  - Screens
- Oklahoma
  - Help articles
    - Enter withholding on royalties
  - Screens
- Oregon
  - Help articles
    - Adjustment notice - 2023 OR-40 resident return
    - Make a passive loss carryover adjustment for nonresidents
  - Screens
- Pennsylvania
  - Help articles
  - Screens
- Process multiple-state returns
  - Enter state data on a federal return
  - Multiple state returns - Process part-year resident and nonresident returns for the same state
  - Multiple state returns — Process 2 part-year returns
  - Multiple state returns — Process resident and nonresident returns
  - Override automatic calculations
  - Preview and print returns
  - Select the state return to process
  - Set up treatments for a client
- Rhode Island
  - Help articles
    - 1040 Rhode Island electronic filing information
    - Rhode Island (RI) e-file error code X0000-002
  - Screens
- South Carolina
  - Help articles
    - 0008 e-file error
    - 1040 South Carolina electronic filing information
  - Screens
  - Tax
- Tennessee
  - Help articles
  - Screens
- Texas
  - Help articles
  - Screens
- Utah
  - Help articles
  - Screens
- Vermont
  - Help articles
    - Enter withholding on Form IN-111
  - Screens
- Virginia
  - Screens
- Washington
  - Screens
- West Virginia
  - Help articles
    - Enter withholding reported on Form NRSR
    - Failure to file (FTF) penalty calculating after extending the return
  - Screens
- Wisconsin
  - Help articles
    - 1040 Wisconsin electronic filing information
    - F1-002 e-file error
  - Screens

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