Printing EZ versions of forms or schedules

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

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


Characters left:

MFA required for electronic filing

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

Question

How do I print the EZ version of a form or schedule, if applicable?

Answer

Schedule C-EZ, Form 2106-EZ, and Form 2555-EZ - You can select the option to print Schedule C-EZ, Form 2106-EZ, or Form 2555-EZ for all clients. Choose Setup > 1040 Individual and click the Other Return Options button. In the Other Return Options dialog on the Return Presentation tab, mark the applicable checkbox in the EZ Forms group box.

Forms 1040-EZ and 1040NR-EZ - To print Form 1040-EZ or 1040NR-EZ, you must select the form on a client-by-client basis. Open the desired 1040 client, choose File > Client Properties, and select the applicable EZ form from the 1040 drop-down list on the Federal tab. See the 1040-EZ and 1040NR-EZ instructions for qualifying conditions to file. 

Note: If the qualifying conditions for the EZ versions are not met, UltraTax CS will generate a diagnostic and print either Form 1040A (if conditions are met), or the regular version of the form.

Share This