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Screen DCEst - District of Columbia Estimates (1040)

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Overview

Use this screen to complete Form D-40, Page 1, Form D-40ES vouchers, and District of Columbia Estimated Tax Payments Worksheet. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-DC only shows it on the form and not on the input screen.
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 units provided in the federal St Pmt screen, be sure to use the same fields for each unit. For example, if the
Total
 field is used in 1 unit, use the
Total
 field for all units that pertain to the District of Columbia. Similarly, if you use the
1st-5th payment
 fields, enter amounts in the payment fields for all units used for the District of Columbia.

Overpayment Application

Application of
2025
 overpayment
The code options available in this field are the same as those in UltraTax/1040. They instruct UltraTax CS how to apply any current-year overpayment. Your decision affects what prints on Page 2 of the return and the calculation of next year's estimated tax payments.
New clients and converted clients may benefit from global options. Go to
Setup
,
1040 Individual
, then
District of Columbia
. Select the
New Client Options
 button and enter the code or codes with which the newly created and converted client returns calculate. These input screen fields transfer the global choice to newly created and converted clients. If you need to, you can change the transferred codes in these fields without them being replaced by the global choice made in the
New Client Options
 window. These fields are proforma'd from year to year; therefore, global options affect only newly created and converted clients.

Estimates - Calculated

To have UltraTax CS calculate next year's estimated tax liability and required payments, enter option
2
 through
8
 in the
Application of
2025
 overpayment
 field, or make an entry in the
Estimates - declaration for
2026
 field.
Estimates - declaration for
2026
The codes used in this field are the same as those in UltraTax/1040. The codes tell UltraTax CS which method to use to determine the amount of the next year'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 you leave both of these fields blank, UltraTax CS doesn't generate estimate vouchers or filing instruction information.
Amounts for code 5 or 9
If you enter code
5
 in the
Estimates - declaration for
2026
 field, enter quarterly payments in these fields. The amounts are adjusted by the overpayment applied, and print on the vouchers.
If you enter code
9
 in the
Estimates - declaration for
2026
 field, enter the quarterly payments in these fields. These amounts are not adjusted by the overpayment applied.
2026
 Estimates paid
Enter any estimated payments already made toward next year's tax. These amounts and the applied overpayment are subtracted from the calculated quarterly gross estimated tax liability to determine the net voucher amounts.
Options for code 8
If you enter the 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 you select. 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 vouchers defaults to
4
. Enter a code to specify fewer than 4 vouchers. The overpayment and amounts already paid toward next year's estimates are applied to each voucher based on the overpayment code and the quarter in which the amounts were paid.
Amount to round up each estimate
Enter rounding specifications for estimated payments in this field. The estimated payments can be rounded up to the nearest factor you specify. For example, if you want 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 nearest dollar.
Treat 4th quarter estimate as due on 12/31
Use this field to indicate that the 4th quarter estimate is due by 12/31 in the filing instructions. A global default is available for all new clients for all state returns. To use this option, select
Setup
,
1040 Individual
, the
Federal
 tab, then the
New Client Options
 button. Then enter
X
 in the
Treat the 4th quarter state estimate as due on December 31st
 field.

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