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Screen NDEst - North Dakota Estimates (1040)

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Overview

Use this screen to complete Forms ND-1ES and ND-1.

Overpayment Application

To have UltraTax CS calculate next year's estimated tax liability and required payments, enter
2
 through
8
 in
Application of
2024
 overpayment
, or make an entry in
Estimates - declaration for
2025
.
Application of
2024
 overpayment
These code options are the same as those in UltraTax/1040. They instruct UltraTax CS how to apply any current-year overpayment. Your decision affects the return's content and the calculation of next year's estimated tax payments. New clients and converted clients may benefit from global options. Select
Setup
,
1040 Individual
,
North Dakota
 tab. Select
New Client Options
 and enter the code(s) 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 replaced by the global choice made in the
New Client Options
 window. These fields are proforma'd from year to year, therefore, only newly created and converted clients are affected by global options.

Estimates - Calculated

To have UltraTax CS calculate next year's estimated tax liability and required payments, enter
2
 through
8
 in
Application of
2024
 overpayment
, or make an entry in
Estimates - declaration for
2025
.
Estimates - declaration for
2025
These codes are the same as those in UltraTax/1040. They tell UltraTax CS which methods to use to determine the amount of the next year's estimated tax. If you enter
2
 through
8
 in
Application of
2024
 overpayment
, UltraTax CS defaults to option
1
 in
Estimates - declaration for
2025
. If you leave both of these fields blank, UltraTax CS
does not
 generate estimate coupons or estimate filing instruction information.
Amounts for code 5 or 9
If you enter code
5
 in
Estimates - declaration for
2025
, enter the quarterly payments. These amounts are adjusted by the overpayment applied and print on the vouchers.
If you enter code
9
 in
Estimates - declaration for
2025
, enter the quarterly payments. These amounts aren't adjusted by the overpayment applied.
Amounts for
2025
 estimates paid
These fields are for entering any estimate payments already made toward the next year.
If you enter code
1
,
2
,
3
,
6
, or
8
 in
Estimates - declaration for
2025
, enter the amount paid with each estimated tax voucher. These amounts and the overpayment applied subtracts 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
Estimates - declaration for
2025
, select an option 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
Amount of refund desired
.
Number of
2025
 vouchers desired
The number of estimate vouchers defaults to 4. Enter a code to specify less than four vouchers. The overpayment and amounts already paid toward next year's estimates apply to each voucher based on the overpayment code and the quarter in which the amounts were paid.
Amount to round up each estimate
This field lets you enter rounding specifications for the estimated payments. The estimated payments can be rounded up to the nearest factor indicated. 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 next dollar.
Treat 4th quarter estimate as due on 12/31/
2025
Use this field to indicate in the filing instructions that the fourth quarter estimate is due by 12/31/
2025
. A global default is available for all new clients for all state returns. To select this option, select
Setup
,
1040 Individual
,
Federal
 tab, then
New Client Options
, and mark
Treat the 4 th quarter state estimate as due on December 31st
.

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