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Screen AZEst - Arizona Estimates (1040)

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Overview

Use this screen to complete Forms140ES, Individual Estimated Income Tax Payment, Forms 140 / 140NR / 140PY and the Arizona Estimated Tax Payments Worksheet.
note
Enter state payments in the federal St Pmt Screen so the amounts transfer to federal Schedule A. If you enter payments for this state in more than one of the four sections provided in the federal St Pmt Screen, be sure to use the same fields for each section. For example, if you use the
Enter total, or
 field in one section, use the
Enter total, or
 field for all sections that pertain to Arizona. Similarly, if you use the
1st-5th
 payment fields, enter amounts in the
1st-5th
 payment fields for all sections used for Arizona.

Overpayment Application

Use this section to apply any
2025
 overpayment to
2026
's estimated tax payment.
Application of
2025
 overpayment
These codes are the same as those in UltraTax/1040. These codes instruct UltraTax CS how to apply any
2025
 overpayment. Your decision affects what is printed on Page 1 of the return and the calculation of
2026
's estimated tax payments.
New clients and converted clients may benefit from global options. Choose Setup, 1040 Individual, and then Arizona tab. Choose the New Client Options button and enter the code or codes with which newly created and converted client returns calculate. These input screen fields transfer the global choice to newly created and converted clients. The transferred codes may be changed in these fields if necessary without being overwritten by the global choice made in the Setup screen. These fields are proforma'd from year to year; therefore, only newly created and converted clients are affected by global options.

Estimates - Calculated

To calculate the estimated tax liability and required payments for
2025
, enter
2
 through
8
 in the
Application of
2025
 field or make an entry in the
Estimates - declaration for
2026
 field.
Estimates - declaration for
2026
These codes are the same as those in UltraTax/1040. UltraTax CS uses the codes to determine which method to use to determine the amount of
2026
's estimated tax.
If you enter
2
 through
8
 in the
Application of
2025
 overpayment field, UltraTax CS defaults to option
1
 in the
Estimates - declaration for
2026
 field. If both of these fields are blank, UltraTax CS does not calculate estimate coupons or print filing instruction information.
Amounts for code 5 or 9
If you enter code
5
 in the
Estimates - declaration for
2026
 field, enter the desired quarterly payments in these fields. These amounts are adjusted by the overpayment applied, if applicable, and print on the vouchers.
If you enter code
9
 in the
Estimates - declaration for
2026
 field, enter the desired quarterly payments in these fields. These amounts are not adjusted by the overpayment applied.
Amounts for
2026
 estimates paid
Enter any estimate payments already made toward the next year. These amounts and the applied overpayment subtract from the calculated quarterly gross estimated tax liability to determine the net voucher amounts.
Tax projection options for code 8
If you enter code
8,
 Use tax from Tax Projection Worksheet, in the
Estimates - declaration for
2026
 field, choose an option in this field to customize the tax used to calculate next year's estimates. UltraTax CS automatically adjusts the projected tax liability based on the option chosen. To produce a specific refund amount, enter that amount in the
Amount of refund desired
 field.
Number of
2026
 vouchers desired
The number of estimate coupons defaults to
4
. Enter a code to specify fewer than four coupons. The overpayment and amounts paid toward
2026
's estimates are applied to each coupon based on the overpayment code and the quarter in which the amounts were paid.
Amount to round up each estimate
This field allows you to enter rounding specifications for the estimated payments. The estimated payments can be rounded up to the nearest factor indicated. For example, to round up each estimated payment to the nearest $10, enter
10
. If you leave this field blank, UltraTax CS automatically rounds each estimated payment up to the next dollar.
Treat 4th quarter estimate as due on 12/31/
2026
Use this field to indicate in the filing instructions that the fourth quarter estimate is due by 12/31. A global default is available for all new clients for all state returns. To select this option, choose Setup, 1040 Individual, and then Federal tab, select the New Client Options button, and enter
X
.

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