1040-US: Accessing the education expense optimization utility

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Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.


How do I access the Education Expense Optimization utility?


You can access the Education Expense Optimization utility from the Utilities menu. However, the menu option will not be available in the following cases.

Related topic: Education expense optimization FAQs (1040)

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