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.
A valid date with the format MMDDYY must be entered in the Date foreign taxes paid or accrued field. If Various is entered instead of an actual date, UltraTax CS uses the tax year-end date in the electronic file.
To file a return electronically, you must include statement detail descriptions in the following fields.
- Definitely related expenses
- Pro rata share of: Other deductions
- Reduction in foreign taxes
- Adjustments
Tip: For details on other input screens and their corresponding guidelines for creating IRS-acceptable electronic files, see the following topics.
- 1041 IRS filing deadlines & electronic filing information
- Electronic filing guidelines for 1041 Screen 1041
- Electronic filing with multiple installations of UltraTax CS and/or multiple client data locations
- Configuring UltraTax CS for 1041 electronic returns overview
- Entering data for 1041 electronic returns overview
- Creating the 1041 electronic file and correcting errors overview
- Transmitting electronic 1041 returns via CS Connect overview
- UltraTax/1041 electronic filing overview
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