1040-US: Selecting a different return type

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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.

How do I select a version other than Form 1040 or 1040NR to print?

You can select the version of U.S. Individual Income Tax Return (1040, 1040A, or 1040EZ), U.S. Self-Employment Tax Return (1040-SS or 1040-PR), or Nonresident Alien Income Tax Return (1040NR or 1040NR-EZ) when creating a new client or by changing the properties of an existing client.

If the qualifying conditions for the 1040A, 1040EZ, or 1040NR-EZ versions are met, UltraTax CS automatically prints the selected form. If the conditions are not met, the regular version of the form prints and a diagnostic is generated.

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