1040-US: Roth IRA Contribution Data Entry

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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.

To enter Roth IRA contributions or have the tax application compute the maximum contribution, do one of the following in Screen IRA in the Retirement folder.

If the Total Roth IRA contribution and Have program compute maximum Roth IRA contribution fields are both completed, the tax application ignores the data entered in the Total Roth IRA contribution field and calculates the maximum allowed Roth IRA contribution.

Mark these fields in Screen IRA

Note: UltraTax CS displays the calculation for the allowable contribution on the Roth IRA Contribution Worksheet. To view this worksheet, press CTRL+F in Screen IRA and click the Roth IRA Worksheets tab.

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