Using state postal codes in UltraTax CS (1040)

Alerts and notices

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