UltraTax/1040 procedures

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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.

Setup procedures

Processing returns

Amended returns

Dual-status and nonresident returns

Multi-state returns

Other procedures



Foreign tax credits and earned income

Home offices

Minister wages and church employee income

Net operating losses

Retirement accounts


Electronic filing procedures

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