2017 ULTRATAX CS- Alerts and notices
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MFA required for electronic filing
Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.
Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.
Question
Why is Schedule B blank?
Answer
Schedule B is calculated conditionally. If income is not distributed to beneficiaries, Schedule B is not required. If the estate or trust was required to distribute income currently, or if it paid, credited, or was required to distribute any other amounts to beneficiaries during the tax year, UltraTax CS completes Schedule B to determine the income distribution deduction.
To force UltraTax CS to calculate Schedule B even though it is not required, choose Setup > 1041 Fiduciary, click the Federal tab, click the Other Return Options button, and mark the Complete Schedule B if not required checkbox.
Related topic: 1041 frequently asked questions