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Process Form 2290 for clients filing in multiple periods during the tax year

To prepare Form 2290 returns for multiple periods, complete the steps below.
  1. Create a 2290 client by choosing
    File
     then
    New Client
     and select the
    2290 Heavy Vehicle Use Tax
     option.
  2. In the client's return, open the
    2290
     screen in the
    General
     folder.
  3. Enter the client's general information. This information applies to every return you process for this client in UltraTax CS.
  4. Open the
    Return
     screen in the
    Return
     folder.
  5. Select the month in the
    Month vehicle(s) first used in tax year
     field.
  6. Mark the
    Calculate this unit
     field in the Return Information section.
    note
    • UltraTax CS calculates Form 2290 returns for one period at a time.
    • When a new Return unit is added to a client's return, UltraTax CS automatically marks this field. If you want to process a different unit, select that unit from the tab's dropdown menu and mark this field for that period.
    • We recommend that you fully complete and file the 2290 return for 1 tax period before beginning data entry in another tax period unit.
  7. Enter the remaining data for the chosen tax period on the
    Return
     screen and
    EL
    F screen.
  8. File Form 2290 for the selected tax period by either printing and mailing the return or by electronically filing the completed tax return.
    note
    We recommend that you receive the stamped Schedule 1 from the IRS for the tax period filed before beginning data entry in another tax period unit.
  9. Once the client has successfully filed Form 2290 for a tax period, open the client's tax return.
  10. Make sure that copies of previously filed returns are on file in your document management system.
  11. Select the
    Return
     folder to open the
    Return
     screen.
  12. Add another unit of the
    Return
     screen.
  13. Select the month in the
    Month vehicle(s) first used in tax year
     field.
  14. Verify in the folders block that another unit displays so you don't modify data from previously filed tax returns.
    note
    • The month you select for the unit in the
      Month vehicle(s) first used in tax year
       field will display in the folders block.
    • Multiple units will often be distinguishable by the different tax period selected.
    • If the client chooses to file Form 2290 multiple times per month or chooses to amend a return previously filed for the same tax period, multiple units will be labeled with the same month. Verify that you have added a unit for each unique Form 2290 return.
  15. Mark the
    Calculate this unit
     field in the Return Information section.
  16. Enter the remaining data for the selected tax period on the
    Return
     screen and
    ELF
     screen, as necessary.
  17. File Form 2290 for the selected tax period by either printing and mailing the return or by electronically filing the completed tax return.

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