2018 UltraTax CS
New (tax) year, new help!
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.
Calculations & data entry
Adjusted gross income (AGI) for New York
Data entry for state tax law differences
Distributable net income (DNI) percentage
Form IT-205, Page 2 - Resident, nonresident and part-year resident checkboxes
Form IT-205, Schedules A, B and C
Form IT-2106, Estimated tax coupons
Income and expenses on US obligations calculation
New York City and the City of Yonkers calculation information
New York Schedule K-1 equivalent
Filing requirements
Electronic filing - New York forms and payment options
Forms approval
There are two independent approval processes: one for electronic filing and one for paper filing. To find out the approval status, follow the steps below.
- Check the New York user bulletins to verify the highest version currently available.
- In UltraTax CS, go to Help > About UltraTax CS. Scroll down the list of licensed products and verify that the version you see here matches the highest version. If an update is required, go to CS Connect and retrieve and apply available updates.
- Once UltraTax is up to date, click the house icon in the upper-right corner of UltraTax to go to the UltraTax CS Home Page.
- Click the Product Information link on the left side of the home page, then click the 1041 tab, then click the plus sign next to the state.
For electronically filed returns, check the Supports e-file status. If the status is Yes, electronic filing is approved and returns can be e-filed.
For paper filing tax returns, check the Forms status. Any return that contains a form listed here should not be paper filed. However, returns that contain forms listed here can still be e-filed, as long as Supports e-file is Yes.
Related information: 1041 frequently asked questions
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