Supporting worksheets for Family Transfer Report amounts

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.

Question

How do I confirm that the transferred amounts reported in the Family Transfer Report are correct based upon the dependent/child's return?

Answer

The following worksheets in UltraTax/1040 will provide support for the dependent amounts transferred via the Family Transfer Utility. 

Related topic: Family Transfer Utility FAQs 

Share This