Printing Form 1040-V, Payment Voucher

Alerts and notices

UltraTax CS automatically prepares and prints the Form 1040-V payment voucher when requested by the IRS and paid via check for balance due returns. The IRS requests that Form 1040-V accompany the check for balance due on Form 1040 or 1040NR.

UltraTax CS prints Form 1040-V when a balance due is present on Form 1040 or 1040NR, and when the balance due is to be paid via check.

UltraTax CS does not print Form 1040-V in the following scenarios.

  • If you use an electronic funds withdrawal to pay the balance due, or
  • If you are filing Form 1040NR-EZ, 1040-PR, 1040-SS, or 1040X.

Notes

  • To suppress Form 1040-V from printing on a client-by-client basis, enter X in the Suppress Printing Form 1040-V field in Screen Est in the Payments folder. In Organizer view, the Suppress Printing Form 1040-V field is located in Screen 1040.
  • To suppress Form 1040-V from printing for all clients subsequently added to UltraTax CS, choose Setup > 1040 Individual, click the New Client Options dialog, and mark the Suppress Form 1040-V payment voucher checkbox.