1040-US: Accessing the education expense optimization utility

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IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.

Question

How do I access the Education Expense Optimization utility?

Answer

You can access the Education Expense Optimization utility from the Utilities menu. However, the menu option will not be available in the following cases.

Related topic: Education expense optimization FAQs (1040)

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