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Print a different name when file instructions print deceased taxpayer name when filing single
When a deceased taxpayer has a filing status of single, UltraTax CS might still print his/her name on the filing instructions.
Do the following to print a different name:
- Go toSetup,1040 Individual, thenFederal.
- Edit the client documents (transmittal letter, filing instructions, invoice, and others).
- Once the print job is complete, edit the client documents again to remove the name.Internal use onlyAdd the firm's ID to IT listed earlier that's a suggestion to print the Representative name on the filing instructions.
This article applies to:
- PRODUCT: UltraTax CS
- Return type: 1040 Individual