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Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
Use this tab to enter data for Schedule A, Part II or Part III. The Schedule A tab does not affect the calculation of Schedule B.
Note: Data entered in this tab is used to calculate Schedule A, Parts II and III. Because data from Screen SchA is also used to calculate Schedule A, you should review Screen SchA for duplicate entries.
Fields & buttons
Excess contributions / Amounts from disqualified persons (Preceding years)
Excess contributions / Amounts from disqualified persons (Current year)
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