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All available 1040 tax elections
Before you merge individual clients
Calculate the Recovery Rebate worksheet
Community property designation
Data entry requirements for the Filing Status Optimization utility
Delete Filing Status Optimization
Enter a prior-year loss on a passive activity
Enter Form 8915-F information for 2020 COVID disaster distributions
Enter marginal oil production percentage depletion rates
Filing Status Optimization and Community Property Allocation
Filing Status Optimization is not available
Filing Status Optimization Report
Filing Status Optimization tool
Filing Status Optimization Utility and dependents
Form 8990 data entry in UltraTax CS
Form W-4 withholding and the Tax Projection Worksheet
Generate separate estimated payments for taxpayer and spouse
Head of household filing status
Input screens with tax elections
Installment sale and passive suspended losses (PALs)
Itemized or standard deduction in filing status optimization
Merge individual clients for a domestic partnership return
Partners not subject to 163(j)
Proforma domestic partner clients to retain carryover amounts
Report business or rental portions of a home sale on Form 4797
Recombine clients into an existing married filing joint or domestic partnership return
Report Paycheck Protection Program loan information
Resolve critical errors when merging clients
Social Security and Railroad Retirement Benefits (including repayments)
Split married filing joint returns and income
Suppress printing of the Filing Status Optimization Summary Report
Tax Projection Worksheet overview
Tax Projection Worksheet tax rates and inflation-adjusted amounts
Taxable social security income calculation on the Tax Projection Worksheet
Undo Family Transfer Utility transfer
Use the Family Transfer Utility to transfer data between returns