2017 ULTRATAX CS- Alerts and notices
- Leave feedback
-
Internal Employees: Submit feedback
MFA required for electronic filing
Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.
Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.
Question
How do I identify series EE or I U.S. savings bond interest?
Answer
US savings bond interest should be assigned Type Code 7 in the Interest Income statement dialog in Screen B&D or Screen Broker. Form 8815 uses this information to calculate the exclusion of all or a portion of the interest from taxation.
Related topics