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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.
See the following topics for information on data-entry guidelines and limitations for 1040 electronic returns.
- General and form-related guidelines includes links to general and form-related guidelines that do not refer to specific input screens, as well as links to information about IRS limitations to the number of characters that can be entered in certain fields.
- Form limitations for 1040 electronic filing describes limitations to the types of 1040 returns that the IRS will accept.
- Preparing 1040 federal extensions for electronic filing provides detailed information about entering extension data for electronic returns.
- For detailed information about data-entry guidelines that apply to all 1040 electronic returns, see the following topics.
- Electronic filing guidelines for Screen PIN provides guidelines on required data-entry for Screen PIN, client eligibility for the PIN signature, and information about using the Practitioner PIN and Self-Select Personal Identification Number (PIN) with electronic returns.
- Electronic filing guidelines for noncalculating Form 8854 provides guidelines on required data-entry for the noncalculating Form 8854 for electronic filing with Form 1040NR returns.
- For detailed information about requesting a bank product from within UltraTax CS, see the following topics.
- Electronic filing guidelines for Screen RAL to enter information necessary to complete the application form to request an Electronic Refund Disbursement Service (ERDS) from Refund Advantage
Note: For an overview of this process, see Using UltraTax/1040 for Refund Advantage bank products.
- Electronic filing guidelines for Screen Bank to enter the client's bank account information to provide Refund Advantage with direct deposit information, if applicable
- Electronic filing guidelines for Screen RAL to enter information necessary to complete the application form to request an Electronic Refund Disbursement Service (ERDS) from Refund Advantage
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