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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.

Question

What is the correct usage of postal codes in UltraTax CS, and what does a blank postal code default to?

Answer

A resident return includes all income regardless of postal code entry, while nonresident and part-year resident returns only report items with that state's postal code. Amounts with blank postal codes only transfer to resident UltraTax CS states for that client. See State fields in UltraTax/1040 for more information.

Related topic: 1040 state - Common data entry questions

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