Filing Status Optimization utility FAQs (1040)

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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.

The following includes answers to common questions about the Filing Status Optimization utility.

What is the Filing Status Optimization utility?

How do I access the Filing Status Optimization utility?

The Filing Status Optimization utility determined that married filing jointly status will generate a greater tax savings. How can I prevent the Filing Status Optimization Summary Report from printing with the return and appearing on the invoice?

The taxpayer had a rental real estate loss on Schedule E of the joint return. When I enter the taxpayer's separate return after the return has been split, no rental loss is taken on the married filing separate taxpayer's return for rental income. Why?

Are there any other special data-entry requirements when using the Filing Status Optimization utility?

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