1040-US: Printing 1040 estimate instruction with only the estimated payment amounts that have a balance due

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How do I print 1040 Estimate Instructions with only the estimated payment amounts that have a balance due?


  1. Choose Setup > 1040 Individual.
  2. Click the Other Return Options button.
  3. Mark the Include only balance due estimate amounts in the filing instructions checkbox on the Client Documents tab.

UltraTax CS 1040 Estimate Instructions will not print any estimated tax payment information for any quarters that do not have a balance due amount.

Note: This option applies to all 1040 clients and takes immediate effect on any client subsequently accessed.

Related topic: Estimated taxes FAQs (1040)

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