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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.
The UltraTax CS Source Data Entry utility enables you to enter data on facsimile versions of the following forms that your clients submit for the preparation of their tax returns:
1042-S | 1099-PATR |
1095-A | 1099-Q |
1095-B | 1099-QA |
1095-C | 1099-R |
1097-BTC | 1099-S |
1098 | 1099-SA |
1098-C | RRB-1042S |
1098-E | RRB-1099 |
1098-T | RRB-1099-R |
1099-A | SSA-1042S |
1099-B | SSA-1099 |
1099-C | 2439 |
1099-DIV | 5498-SA |
1099-G | W-2 and W-2G |
1099-INT | Schedule K-1 |
1099-K | Charitable Contributions |
1099-LTC | Consolidated Brokerage Statement |
1099-MISC | General information |
1099-OID | Medical Expenses |
Once the facsimile forms are complete, you can export the data to UltraTax CS and accept it into your 1040 client data files via the data sharing feature.
This window shows a series of tabs which display the form facsimiles available in the UltraTax CS Source Data Entry utility. To open the facsimile of a source document, click the appropriate tab, and then click the icon of the form in the window. You can use the arrow keys to highlight the desired form and press Enter, or you can press the underlined "hot key" character for the desired form. In addition, you can choose the desired form name from the View menu.
To open the UltraTax CS Source Data Entry window, double-click the UltraTax CS Source Data Entry icon on your Windows desktop or choose Utilities > UltraTax CS Source Data Entry from within UltraTax CS.
Video: Entering and retrieving data from source documents into UltraTax CS (approx. 3 minutes)
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