2018 UltraTax CS
Setup procedures
Setting options for all 1041 clients
Setting options for new 1041 clients
Electronic filing procedures
Configuring UltraTax CS for 1041 electronic returns overview
Entering data for 1041 electronic returns overview
Creating the 1041 electronic file and correcting errors overview
Transmitting electronic 1041 returns via CS Connect overview
Extension and return procedures
Allocating items to beneficiaries
Allocating expenses to capital gains
Entering marginal oil production percentage depletion rate
Preparing a partial grantor trust return
Preparing a final short-year return in the current version of UltraTax CS
Entering prior year ends if different from current year end
Processing state or multiple-state returns
Reporting section 121 exclusion on the sale of a personal residence
Calculating prior year amounts for NOL carryback
Entering source interest or dividend income for a nonresident state tax return
Entering source tax-exempt interest or dividend income for a state tax return
Multi-state allocation procedures
Entering multi-state allocation information
Using the Excel Export / Import utility for multi-state allocation information