This article applies to:

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)