New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
Overview
Use this screen to complete Form 8822, Change of Address.
Note: If you are a representative signing for the taxpayer, attach a copy of your power of attorney to Form 8822.
See also: Form 8822 and Form 8822-B - Change of address FAQs
Form 8822 - Change of Home Mailing Address
Use this section to enter information for a change in home mailing address.
Enter X in this field if the taxpayer has established a separate residence from the spouse with whom last year's return was filed.
Enter the prior name in this field if the taxpayer changed their name because of marriage, divorce, or other life events.
Note: To prevent any processing delays be sure to notify the Social Security Administration of the new name to ensure the permanent records match the name on the tax return.
Enter the prior name in this field if the spouse changed their name because of marriage, divorce, or other life events.
Note: To prevent any processing delays be sure to notify the Social Security Administration of the new name to ensure the permanent records match the name on the tax return.
Use this field to enter the daytime telephone number at which the taxpayer can be reached. UltraTax CS defaults to the daytime phone number entered on Screen 1040.
Use this field to indicate the treatment of the mailing address entered in Screen 1040. The available codes are listed in the table that follows and in the fieldview.
| Code |
Result |
| 1 |
Old mailing address |
| 2 |
Spouse's old mailing address |
| 3 |
New mailing address (default) |
Enter the taxpayer's old mailing address in the fields provided if different from the address entered in Screen 1040.
Enter the spouse's old mailing address in the fields provided if different from the address entered in Screen 1040.
Enter the taxpayer's new mailing address in the fields provided if different from the address entered in Screen 1040.
UltraTax CS uses the old mailing address entered in Screen 1040 or, if different, the address entered in Screen 8822 to determine where to file Form 8822.
2013 UltraTax CS
