UltraTax/2290 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.

This topic provides general information about UltraTax/2290 procedures and processes.

Note: To prepare a 2290 return, either create a new 2290 client or open an existing 2290 client.

Setup and Return 

Setting options for  2290 clients

Calculating Form 2290

Processing Schedule 1 (2290)

Processing Form 2290 for clients filing in multiple periods during the tax year

Electronic filing 

Submitting preliminary applications with the IRS for electronic returns

Electronically filing 2290 returns, including retrieving the Schedule 1 

Signing electronic returns

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