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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

How do I print 1040 Estimate Instructions with estimate amounts indicated as “Paid”?

Answer

1. Choose Setup > 1040 Individual.
2. Click the Other Return Options button.
3. Mark the Print “Paid” next to payments indicated as paid on Screen Est checkbox on the Client Documents tab.

The 1040 Estimate Instructions print the text “Paid” next to the voucher payments that are indicated as paid by data entry in the fields 2019 Estimates paid, 1st pymt through 4th pymt, on Screen Est. If the calculated estimates still have a balance due after applying a payment, “Paid” will not print. Estimates that calculate as $0 due to application of an overpayment do not print “Paid.”

Related topic: Estimated taxes FAQs (1040)

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