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Screen DEEst - Delaware Estimates (1040)
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Overview
Use this screen to complete the declaration for estimated taxes. If the information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-DE only shows the information on the form and not on the input screen.
note
State payments are entered in the federal St Pmt screen so that amounts transfer to federal Schedule A. If you enter payments in more than one of the four sections of the federal St Pmt screen, be sure to use the same fields for each section. For example, if you use the
Total
field in one section, you need to use the Total
field for all sections that pertain to Delaware. Similarly, if you use the 1st - 5th payment
fields, enter the amounts in the payment fields for all Delaware sections.Overpayment Application
Application of
2025
overpaymentThese code options are the same as those in UltraTax/1040. They instruct UltraTax CS how to apply any current-year overpayment. Your decision affects what prints on Form PIT-RES, Page 2 and next year's estimated tax payments calculation.
New and converted clients may benefit from global options under Setup, then 1040 Individual, then the Delaware tab. Select the New Client Options button and enter the code or codes with which newly created and converted client returns calculate. These input screen fields transfer the global choice to newly created and converted clients. You can change the transferred codes 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, so global options affect only newly created and converted clients.
Estimates - Calculated
To have UltraTax CS calculate next year's estimated tax liability and required payments, enter data in the
Estimates - declaration for
field.2026
Estimates - declaration for
2026
These codes are the same as those in UltraTax/1040. They tell UltraTax CS which method to use to determine next year's estimated tax amount.
If you enter
2
through 8
in the Application of
field, UltraTax CS defaults to option 2025
overpayment1
in the Estimates - declaration for
field. If you leave both of these fields blank, UltraTax CS 2026
doesn't
generate estimate installments or filing instruction information.Amounts for code 5 or 9: 1st - 4th payment
Use these fields to specify the estimate amounts for each quarter next year.
If you enter code
5
in the Estimates - declaration for
field, enter the quarterly payments in these fields. These amounts are adjusted by the overpayment applied, if applicable, and print on the vouchers.2026
If you enter code
9
in the Estimates - declaration for
field, enter the quarterly payments in these fields. These amounts aren't adjusted by the overpayment applied.2026
Amounts for
2026
estimates paidUse these fields to enter any estimated payments already made toward the next year.
If you enter code
1
, 2
, 3
, 6
, or 8
in the Estimates - declaration for
field, enter the amount paid with each estimated tax voucher. These amounts, and the overpayment applied, are subtracted from the calculated quarterly gross estimated tax liability to determine the net voucher amounts.2026
Tax projection options for code 8 / Amount of refund desired
If you enter code
8
, Use tax from Tax Projection Worksheet, in the Estimates - declaration for
field, choose an option in this field to customize the tax used to calculate next year's estimates. UltraTax CS automatically adjusts the projected tax liability based on the option you choose. To produce a specific refund amount, enter that amount in the 2026
Amount of refund desired
field.Number of
2026
installments desiredThe number of estimate vouchers defaults to
4
. Enter a code to specify fewer than four vouchers. The overpayment and amounts already paid toward next year's estimates are applied 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 allows you to enter rounding specifications for the estimated payments. Estimated payments can be rounded up to the nearest factor you specify. For example, if you want to round up each estimated payment to the nearest $10, enter
10
. If this field is blank, UltraTax CS automatically rounds up each estimated payment to the next whole dollar.Treat 4th quarter estimate as due on 12/31/
2026
Use this field to indicate in the filing instructions that the fourth quarter estimate is due by 12/31. A global default is available for all new clients for all state returns. To use this option, select Setup, then 1040 Individual, then the Federal tab, then the New Client Options button, and then enter
X
in the Treat the 4 th quarter state estimate as due on December 31 st
field.This article applies to:
- Product: UltraTax CS
- Return type: 1040 Individual
- State: Delaware