1040-US: Printing 1040 estimate instruction with only the estimated payment amounts that have a balance due

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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 print 1040 Estimate Instructions with only the estimated payment amounts that have a balance due?

Answer

  1. Choose Setup > 1040 Individual.
  2. Click the Other Return Options button.
  3. Mark the Include only balance due estimate amounts in the filing instructions checkbox on the Client Documents tab.

UltraTax CS 1040 Estimate Instructions will not print any estimated tax payment information for any quarters that do not have a balance due amount.

Note: This option applies to all 1040 clients and takes immediate effect on any client subsequently accessed.

Related topic: Estimated taxes FAQs (1040)

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