Tax Projection Worksheet FAQs (1040)

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

The following includes answers to common questions about the Tax Projection Worksheet.

Partnership income/loss fields located in the Taxpayer and Spouse Self-employment section not reported as next year's Schedule E income/loss?

How can I link the Tax Projection Worksheet to Form W-4?

How does the Tax Projection Worksheet project next year's income and what do I need to do on this screen?

How does the Tax Projection Worksheet project next year's Taxable Social Security Income?

How does the Tax Projection Worksheet calculate the next year's alternative minimum tax?

What are the next year's tax rates and inflation-adjusted amounts that the Tax Projection Worksheet uses?

How do I enter minister or clergy information for the Tax Projection Worksheet?

How does the Tax Projection Worksheet apply the nonrefundable personal credit ordering rules?

Share This