1040-US: Selecting a different return type

Alerts and notices

You can select the version of U.S. Individual Income Tax Return (1040), U.S. Self-Employment Tax Return (1040-SS or 1040-PR), or Nonresident Alien Income Tax Return (1040NR or 1040NR-EZ) when creating a new client or by changing the properties of an existing client.

  • New client: Choose File > New to open the New Client dialog, click the 1040 option, and then select the appropriate return type from the adjacent drop-down list.
  • Existing client: Choose File > Client Properties and then select the appropriate return type from the drop-down list adjacent to the 1040 option. Note that you cannot change the entity type for an existing client.

If the qualifying conditions for the 1040NR-EZ version is met, UltraTax CS automatically prints the selected form. If the conditions are not met, the regular version of the form prints and a diagnostic is generated.