2018 UltraTax CS
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You can enter this form information using the UltraTax CS Source Data Entry utility. Otherwise, use the table below to enter form information on the appropriate input screens.
See also
| Form field | Folder > Screen | Field | Statement column |
|---|---|---|---|
| Applicable check box on Form 8949 | Income > B&D | Schedule for detail | 8949 Box |
| Box 1a - Description of property | Income > B&D | Schedule for detail | Description |
| Box 1b - Date of acquisition | Income > B&D | Schedule for detail | Date Acq'd |
| Box 1c - Date sold or disposed | Income > B&D | Schedule for detail | Date Sold |
| Box 1d - Proceeds | Income > B&D | Schedule for detail | Sales Price |
| Box 1e - Cost or other basis | Income > B&D | Schedule for detail | Cost/Basis |
| Box 1f - Code, if any | Income > B&D | Schedule for detail | Adj Code, Type |
| Box 1g - Adjustments | Income > B&D | Schedule for detail | Adj to G/L |
| Box 2 - Type of gain or loss | Income > B&D | Schedule for detail | 1=S,2=L,3=28% if date fields are blank |
| Box 3 - If checked, basis reported to IRS | Income > B&D | Schedule for detail | 8949 Box = 1 |
| Box 4 - Federal Income tax withheld | Income > B&D | Schedule for detail | Fed W/H |
| Box 5 - If checked, noncovered security | Income > B&D | Schedule for detail | 8949 Box = 2 |
| Box 7 - If checked, loss is not allowed based on amount in 1d | Income > B&D | Schedule for detail | Adj to G/L, Adj Code |
| Box 11 - Aggregate profit or (loss) on contracts | Income > 6781 | Section 1256 contracts marked to market | N/A |
| Box 13 - Bartering | |||
| Income > Income | Other income | Amount | |
| Business > C | Other income | Amount | |
| Rent & Royalty > Rent | Rent and royalties | Amount | |
| Farm > F | Farm income | Amount, Sales Code = 5 | |
| Farm Rental > 4835 | Income from production | Amount | |
| Box 14 - State | Income > B&D | Schedule for detail | State |
| Box 16 - State tax withheld | Income > B&D | Schedule for detail | State W/H |
Note: Boxes 8, 9, and 10 are not available in the UltraTax CS Source Data Entry because those boxes are included in box 11 and do not have an input field in UltraTax CS. Use the amount in box 11 to report amounts from boxes 8,9, and 10.
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