2018 UltraTax CS
New (tax) year, new help!
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.
Question
How do I prepare Form 433-F to file without Form 9465?
Answer
On Screen 433 in the Payments folder, enter the Form 433-A filer in the T, S, J field, and then enter 3 in the Type of Collection Information Statement field. The form will not calculate unless data is entered in these fields.
Note: Form 433-F calculates based on information included in the tax return, such as addresses and income/expenses as displayed on the Business Income and Expenses Worksheet and on the Household Income and Expenses Worksheet. However, data entry on Screen 433 and 433-2 will supersede tax return data for this separate filing. Refer to the Screen 433 and Screen 433-2 help topics to ensure you are entering relevant information, because some fields are used only for Form 433-A or Form 433-A (OIC).
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