Print custom paragraphs in transmittal letters regarding contributions to IRAs
To print a custom paragraph within the transmittal letter mentioning that contributions can still be made to an IRA account, complete the appropriate set of instructions.
Available custom paragraphs
- Roth IRA Contributions (TL)
- Traditional IRA Contributions (TL)
Print custom paragraph for all clients
To print a custom paragraph, when applicable, for all clients:
- Within UltraTax CS, choose Setup, 1040 Individual, Federal, Letters & Emails, then Custom Paragraphs.
- Mark the custom paragraph you wish to have print for ALL clients, when applicable.noteTo review what the custom paragraph states, highlight the paragraph in question and selectNote that by marking a custom paragraph to print, the paragraph will only print if it meets certain specifications; therefore, it won’t print for every single one of your clients.Open.
- Now that the custom paragraph is marked to print, verify that its variable is set to print within the transmittal letter, by choosing Setup, 1040 Individual, Federal, Letters & Emails, then Letters and open the 1040 Transmittal Letter.
- Locate the variables highlighted below. If these don’t exist, or if you would rather relocate their position, choose Insert, Embedded Content, then Custom Paragraph.
Print custom paragraph for open client
To print a custom paragraph, when applicable, for the OPEN client:
- Open your client, and access theLetter Screen, located under theGeneralfolder.
- Select the custom paragraph you wish to include in the transmittal letter. Note that this paragraph will print if it applies to the open client.
note
To review what the paragraphs mention, choose Setup, 1040 Individual, Federal, Transmittal Letter, then Custom Paragraphs. Select the one you wish to review and select
Open
. To remove a particular language from the custom paragraph, to make it easier to read, open the custom paragraph and choose Format then Remove a Language.
