UltraTax/2290 procedures

Alerts and notices

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.

Video overview

The following video outlines the procedure for preparing a 2290 return in UltraTax CS.

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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