2026-03-01 Release Note (Updated Coverage for UltraTax CS)

Release note for March 1, 2026
SurePrep is now capturing additional forms and fields for UltraTax CS (1040) binders:
Categories and expanded coverage for 1040 binders
Category
Expanded coverage
Business
C2
(tab),
then Elect to amortize domestic research or experimental expenditures
- (Field)
Business
C3
(tab), then
Tip income excluded from net profit under Section 224 (Force)
- (Field)
General
Bank
(tab), then
Refund/Payments Options
(Entire Section)
Farm
F-3
(tab), then
Tip income excluded from net profit under Section 224 (Force)
- (Field)
Rent & Royalty
Rent-2
(tab),
Tip income excluded from net profit under Section 224 (Force)
- (Field)
Farm Rental
4835-2
(tab),
Tip income excluded from net profit under Section 224 (Force)
- (Field)
1040 Adjustments
OtherAdj
(tab), then
Schedule 1-A Additional Deductions
(Entire Section)
note
These forms and fields will only be captured and exported for binders created after this release.
Additional forms and fields added for UltraTax CS 1041 binders:
Categories and expanded coverage for 1041 binders
Category
Expanded coverage
K1 1065, 1120S
K1Sale
(tab)

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