Screen UTEst — Utah Estimates (1040)

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Overpayment Application

Application of
2025
overpayment
These code options are the same as the federal
Est screen
options. Current-year overpayments are applied based on the code you select.

Estimates — Calculated

To calculate next year's estimated tax liability and required payments, enter
1
through
8
in
Application of
2025
overpayment
, or make an entry in
Estimates - declaration for
2026
.
Estimates — declaration for
2026
If you enter codes
2
through
8
in
Application of
2025
overpayment
,
Estimates — declaration for
2026
shows option
1
.
The estimated tax prepayments for the filing instructions or the voucher information won’t generate if this field is blank.
Amounts for codes 5 or 9
For code
5
in
Estimates — declaration for
2026
, enter quarterly payments. These amounts are adjusted by the overpayment.
For code
9
in
Estimates — declaration for
2026
, enter quarterly payments. These amounts are not adjusted by the overpayment.
Amounts for
2026
Estimates paid
If you enter code
1
,
2
,
6
, or
8
in
Estimates — declaration for
2026
, enter the amounts already paid for each estimate. These amounts and the overpayment applied are subtracted from the calculated quarterly gross estimated tax liability to determine the net voucher amounts.
Tax projection options for code 8
For code
8
, select a tax projection to customize the tax used to calculate next year's estimates. This adjusts the projected tax liability. To produce a specific refund amount, enter that amount in
Amount of refund desired
.
Number of 2025 vouchers desired
The number of estimate vouchers defaults to
4
. Enter a code in this field to specify fewer than 4 vouchers. The overpayment and amounts already paid toward 2025 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 lets you enter rounding specifications for the estimated payments. The 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 you leave this field blank, UltraTax CS automatically rounds up each estimated payment to the next whole dollar.
Treat 4th quarter estimate as due on 12/31/
2026
Enter
X
to indicate in the filing instructions that the 4th quarter estimate is due by 12/31. To use the global default for all new clients for all state returns:
  1. Select
    Setup
    , then
    1040 Individual
    .
  2. On the
    Federal
    tab, select
    New Client Options
    .
  3. Enter
    X
    in
    Treat the 4th quarter state estimate as due on December 31st
    .

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