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Screen HIEst - Hawaii Estimates (1040)
Show all hidden content
Overview
Use this screen to complete portions of Form N-200V, Individual Estimated Income Tax Voucher and the Hawaii Estimated Tax Payments Worksheet. If the information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-HI shows it on the form only, not in the input screen.
Enter state payments in the federal
St Pmt
screen so the amounts transfer to federal Schedule A. If you enter payments for this state in more than one of the units provided in the St Pmt
screen, be sure to use the same fields for each unit. For example, if you use the Total
field in one unit, use the Total
field for all units that pertain to Hawaii. Similarly, if you use the 1st-5th< payment
fields, enter amounts in the payment fields for all units used for Hawaii.Overpayment Application
Use this section to apply any current-year overpayment to next year's estimated tax payment.
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 is printed on the return and the calculation of next year's estimated tax payments.
New clients and converted clients may benefit from global options. Go to
Setup
, 1040 Individual
, then Hawaii
tab. Select New Client Options
, and enter the code or codes with which newly created and converted client returns calculate. These fields transfer the global choice to newly created and converted clients. The transferred codes may be changed in these fields if necessary, without being replaced by the global choice made in the Setup
screen. These fields are proforma'd from year to year; therefore, only newly created and converted clients are affected by global options.Estimates - Calculated
To calculate the estimated tax liability and required payments for
2026
, enter 2
through 8
in Application of
or make an entry in 2025
overpaymentEstimates - declaration for
.2026
note
- Hawaii estimates related to TY 2023 will calculate using capital gain tax rates.
- When Hawaii Form N-11/N-15 tax due amount is calculated using capital gain tax rates, Hawaii Estimated Tax Payments Worksheet, Line 2 tax will calculate using capital gain tax rates.
Estimates - declaration for
2026
These codes are the same as those in UltraTax/1040. They tell UltraTax CS which method to use to determine the amount of
2025
's estimated tax. When you enter 2
through 8
in the Application of 2025
overpayment field, UltraTax CS defaults to option 1
in Estimates - declaration for
. When both of these fields are blank, UltraTax CS doesn't generate estimate coupons or filing instruction information.2026
Amounts for code 5 or 9
If you enter code
5
in Estimates - declaration for
, enter the quarterly payments in these fields. These amounts are adjusted by the overpayment applied and print on the vouchers.2026
If you enter code
9
in Estimates - declaration for
, enter the quarterly payments in these fields. These amounts are not adjusted by the overpayment applied.2026
Amounts for
2026
estimates paidEnter any estimate payments already made toward the next year. These amounts and the applied overpayment subtract from the calculated quarterly gross estimated tax liability to determine the net voucher amounts.
Tax projection options for code 8 / Amount of refund desired
If you enter code
8
, Use tax from Tax Projection Worksheet
, in Estimates - declaration for
, select 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 select. To produce a specific refund amount, enter that amount in 2026
Amount of refund desired
.Number of
2026
vouchers desiredThe number of estimate coupons defaults to 4. Enter a code to specify fewer than four coupons. The overpayment and amounts paid toward
2026
's estimates are applied to each coupon based on the overpayment code, and the quarter in which the amounts were paid.Amount to round up each estimate
This field lets you enter rounding specifications for the estimated payments. The estimated payments can be rounded up to the nearest factor indicated. For example, to round up each estimated payment to the nearest $10, enter
10
. If this field is blank, UltraTax CS automatically rounds each estimated payment up to the next 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 select this option, select
Setup
, 1040 Individual
, Federal
tab, New Client Options
, and mark the Treat the 4th quarter state estimate as due on December 31st
checkbox.This article applies to:
- Product: UltraTax CS
- Return type: 1040 Individual
- State: Hawaii