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Screen KYLXEst - Lexington Estimates (1040)
Show all hidden content
Overview
Use this screen to complete portions of the Lexington Income Tax Return and the Lexington Estimated Tax Payments Worksheet. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax CS shows it on the form only, not in the input screen.
Overpayment Application
Use this section to apply any overpayment to 's estimated tax payment.
Lexington Urban / School Board - Application of overpayment
These code options are the same as those in UltraTax/1040. They instruct UltraTax CS how to apply any overpayment. Your decision affects what's printed on the return and the calculation of 's estimated tax payments.
New clients and converted clients may benefit from global options. Go to
Setup
, 1040 Individual
, then Kentucky
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.Urban Estimates - Calculated
To calculate the estimated tax liability and required payments for , enter
2
in Lexington Urban Application of overpayment
or make an entry in Estimates - declaration for
.Estimates - declaration for
These codes are the same as those in UltraTax/1040. They tell UltraTax CS which method to use to determine the amount of 's estimated tax.
If you enter
2
in Lexington Urban Application of overpayment
field, UltraTax CS defaults to option 1
in the Estimates - declaration for
field. If both of these fields are blank, UltraTax CS doesn’t generate estimate coupons or filing instruction information.Amounts for code 5, 9, or estimates paid
These fields serve two purposes: specifying the estimate amounts for each quarter, or entering any estimate payments already made toward .
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.If you enter code
9
in Estimates - declaration for
, enter the quarterly payments in these fields. These amounts aren't adjusted by the overpayment applied.If you enter code
1
, 2
, 3
, or 6
in Estimates - declaration for
, enter the amount paid with each estimated tax voucher. These amounts and the overpayment applied subtracts from the calculated quarterly gross estimated tax liability to determine the net voucher amounts.Number of vouchers desired next year
The number of estimate coupons defaults to
4
. Enter a code to specify fewer than four coupons. The overpayment and amounts paid toward '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 December 31st,
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. Select
Setup
, 1040 Individual
, Federal
tab, New Client Options
, and mark the Treat the 4th quarter state estimate as due on December 31st
checkbox.