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Screen MAEst - Massachusetts Estimates (1040)

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Overview

Use this screen to complete portions of Form 1, Page 2, Form 1-NR / PY, Page 3, Form 1-ES, and the Massachusetts Estimated Tax Payments Worksheet.
note
State payments are entered in federal St Pmt Screen so that the amounts transfer to the federal Schedule A. If payments for this state are entered in more than one of the four sections provided in federal StPmt Screen, be sure to use the same fields for each section. For example, if you use the
Total
 field in one section, use the
Total
 field for all sections that pertain to Massachusetts. Similarly, if you use the
1st - 5th payment
 fields, enter amounts in the payment fields for all sections used for Massachusetts.

Overpayment Application

Use this section to enter overpayment application information.
Application of
2025
 overpayment
These code options are the same as those in 1040. They instruct the application how to apply any current-year overpayment. Your decision affects what prints on the return and the calculation of next year's estimated tax payments.
New clients and converted clients may benefit from global options. Choose Setup, 1040 Individual, and then Massachusetts 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. The transferred codes may be changed in these fields if necessary without being overwritten by the global choice made in Setup. These fields are proforma'd from year to year; therefore, only newly created and converted clients are affected by global options.

Estimates - Calculated

To have the application calculate next year's estimated tax liability and required payments, enter option
2
 through
8
 in the
Application of
2025
 overpayment
 field, or make an entry in the
Estimates - declaration for
2026
 field.
Estimates - declaration for
2026
These codes are the same as those in 1040. They tell the application which method to use to determine the amount of the next year's estimated tax. If you enter option
2
 through
8
 in the
Application of
2025
 overpayment
 field, the application defaults to
1
 in the
Estimates - declaration for
2026
 field. If you leave both of these fields blank, the application
does not
 generate estimate vouchers or filing instruction information.
Amounts for code 5 or 9: 1st - 4th payment
If you enter code
5
 in the
Estimates - declaration for
2026
 field, enter the desired quarterly payments in these fields. These amounts are adjusted by the overpayment applied, if applicable, and print on the vouchers.
If you enter code
9
 in the
Estimates - declaration for
2026
 field, enter the desired quarterly payments in these fields. These amounts are not adjusted by the overpayment applied.
Amounts for
2026
 estimates paid: 1st - 4th payment
Enter 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
If you enter code
8,
 Use tax from Tax Projection Worksheet, in the
Estimates - declaration for
2026
 field, choose an option to customize the tax used to calculate next year's estimates. UltraTax CS adjusts the projected tax liability based on the option. To produce a specific refund amount, enter that amount in the
Amount of refund desired
 field.
Number of
2026
 vouchers desired
The 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 allows you to enter rounding specifications for the estimated payments. The estimated payments can be rounded up to the nearest factor indicated.
For example, if you want to round up each estimated payment to the nearest $10, enter
10
. If you leave this field blank, the application 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, choose Setup, 1040 Individual, Federal tab, and then New Client Options button and mark the
Treat the 4th quarter state estimate as due on December 31 st
 checkbox.

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