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.

If the pension or IRA distribution income is fully taxable, UltraTax CS leaves Form 1040 or 1040-SR, line 4a and line 4c blank per IRS instructions. To have UltraTax CS always print the total pension or IRA distribution income regardless of taxability, choose Setup > 1040 Individual and click the Other Return Options button. In the Other Return Options dialog on the Return Presentation tab, mark the Print total pension and IRA distributions if not required checkbox.

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