5500-US: Data entry FAQs

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Smart Data Entry

How do I make the cursor visit fields with data displayed in blue?

Form 5500-SF

Why are only certain lines completing on Form 5500-SF?

Related topic: 5500 frequently asked questions

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