1040-US: Filing Status Optimization utility overview

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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

What is the Filing Status Optimization utility?

Answer

The Filing Status Optimization utility is a valuable tool that helps you determine which filing status will be most advantageous for your married clients. The utility provides an automated method of producing separate returns from one set of joint data in the event that married filing separately is best. A detailed report shows the federal tax calculation based on joint data, two columns for taxpayer and spouse based on their married filing separate status, and a column which shows the sum of the federal tax calculation based on separate data.

Details on the Filing Status Optimization utility.

Related topic: Filing Status Optimization utility FAQs (1040)

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