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Screen Cr-2 - 8880, 8396, 8582-Cr (1040)
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Overview
Use this screen to enter information for Form 8880, Credit for Qualified Retirement Savings Contributions and Form 8396, Mortgage Interest Credit.
Form 8880 - Qualified Retirement Savings Contribution Credit
Use this section to enter information needed to calculate Form 8880, Qualified Retirement Savings Contribution Credit.
Full-time student
Enter
X
if the taxpayer or spouse is a full-time student during the tax year.Elective deferrals in current year (Force)
Enter the elective deferrals made in
2025
to override the calculated amount. You may enter 0
(zero) in this field. Entries in the W2 screen, box 12, with distribution codes AA, BB, D, E, EE, F, G, H, and S will create a calculated amount on Form 8880, line 2.Current year (Force)
Enter an amount in this field to indicate an amount that differs from the amount calculated for Form 8880, line 4. The calculated amount includes distributions entered in the 1099R screen with codes 1, 2, 3, 4, 5, 6, 7, A, F, J, Q, S, and T, less any amount entered in the
Amount of rollover
field in the 1099R screen. You may also exclude 1 or all of these distributions from Form 8880, line 4 by entering X
in the Not from IRA or elective deferral plan (8880)
field in the 1099R screen.Filing status not MFJ in 2015 / 2014
Per IRS instructions, if filing status is married filing jointly, both spouses' amounts are included in both columns. Mark this field if the taxpayer and spouse didn't file a joint return for the year of the distribution. If this field is marked, UltraTax CS won't include both spouses' amounts for the year indicated, in both columns.
2015
Enter the amount of distributions received from certain retirement plans during the 2015 tax year. This amount is included in Form 8880, line 4.
2014
Enter the amount of distributions received from certain retirement plans during the 2014 tax year. This amount is included in Form 8880, line 4.
Form 8396 - Mortgage Interest Credit
Use this section to enter information needed to calculate Form 8396, Mortgage Interest Credit.
Address
Enter the address of the main home to which the qualified mortgage certificate relates if it's different than the address entered in the 1040 screen.
Interest paid...from Form 1098 (Force)
To indicate an amount reported on Form 1098 that differs from the calculated amount on Schedule A, line 10, enter an amount in this field.
note
This force amount From Form 1098 doesn't transfer back to Schedule A, line 10.
Interest paid...other (Force)
To indicate an amount not reported on Form 1098 that differs from the calculated amount on Schedule A, line 11, enter an amount in this field.
note
The amount entered in this field doesn't transfer to Schedule A, line 11.
Current year credit limit
If the certificate credit rate is more than 20% and the $2,000 limit must be allocated, enter the allocated credit limit. If the mortgage was refinanced with a reissued mortgage credit certificate, enter the amount of credit that would've been allowed using the original MCC, and enter the explanation below.
Explanation of calculation for refinanced mortgage credit certificate
If the certificate credit rates are different in the year refinanced, enter an explanation of the separate calculations for Form 8396, lines 1 through 3 for the applicable parts of the year. Enter the combined amounts from the calculations for line 3 in the field above,
Current year credit limit
. The statement of explanation will be included in the electronic file or will print with the return. See the Form 8396 instructions for details.Mortgage interest credit carryover...
Enter 2014, 2015, and 2016 mortgage interest credit carryovers. In future years, this information will proforma automatically.