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1040

• QBID overview (1040)
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1120

• QBI overview (1120)
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1065

• QBI overview (1065)
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• Section 163(j) and Form 8990 (1065)
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Electronic filing

• Multi-factor authentication requirement for UltraTax CS electronic filing
• E-File Help Center
• UltraTax CS electronic filing overview
• State Electronic Filing Guide

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The following includes answers to common questions about the Filing Status Optimization utility.

What is the Filing Status Optimization utility?

How do I access the Filing Status Optimization utility?

The Filing Status Optimization utility determined that married filing jointly status will generate a greater tax savings. How can I prevent the Filing Status Optimization Summary Report from printing with the return and appearing on the invoice?

The taxpayer had a rental real estate loss on Schedule E of the joint return. When I enter the taxpayer's separate return after the return has been split, no rental loss is taken on the married filing separate taxpayer's return for rental income. Why?

Are there any other special data-entry requirements when using the Filing Status Optimization utility?