Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Filing

Enter different year ends if different from current year end

Do the following to enter the different year ends:
  1. In the folders block, select the
    General
     folder then open the
    1041
     screen.
  2. In the General Information tab section, review the client's year ends starting with the most immediate prior year end until you find a fiscal year end that differs from the year entered in the
    Tax year: Ending, if other than 12/31
     field.
  3. Enter the different fiscal year end in the
    Most recent
     field.
  4. Continue to review the client's year ends. If you find another year end that differs from the year end entered in the
    Most recent
     field, enter this year end in the
    Interim
     field. Otherwise, skip to step 6.
  5. Continue to review the client's year ends. If you find another year end that differs from the year end entered in the
    Interim
     field, enter this year end in the
    Oldest
     field. Otherwise, skip to step 6.
  6. In the folders block, select a folder that contains the
    Asset
     tab, select the
    Asset
     tab, then select
    Tasks
     then
    Calculate All
     Assets.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1041 Fiduciary
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close