1040-US: Accessing the Filing Status Optimization utility

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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.

Question

How do I access the Filing Status Optimization utility?

Answer

You can access the Filing Status Optimization utility from the Utilities menu for any married-filing-joint client.

Note: The Filing Status Optimization utility is not available in Organizer data entry.

Related topic: Filing Status Optimization utility FAQs (1040)

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