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Screen WIEst — Wisconsin Estimates (1040)
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Overview
Use this screen to enter estimated tax payment information and the data used to calculate the extension.
note
Enter state payments in federal
St Pmt
screen, so the amounts transfer to federal Schedule A. If you enter payments for this state in more than 1 of the units provided in the federal St Pmt
screen, be sure to use the same fields for each unit. For example, if you use Enter total, or
in 1 unit, use it for all units used for Wisconsin. Similarly, if you use the 1st
through 5th
fields, use them for all units used for Wisconsin.Overpayment Application
Use this section to apply any current-year overpayment to next year's estimated tax payment.
Application of overpayment
These codes are the same as those in UltraTax/1040. They instruct UltraTax CS on how to apply any current-year overpayment. Your decision affects what's printed on Form 1, Page 3 or Form 1NPR, Page 3 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
, the Wisconsin
tab, then select New Client Options
, 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 without being replaced by the global choice made in the
New Client Options
window. 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 UltraTax CS calculate next year's estimated tax liability and payments, enter
2
through 8
in 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 the next year's estimated tax. If you enter
2
through 8
in Application of overpayment
, UltraTax CS defaults to option 1
in Estimates - declaration for
. If both fields are blank, UltraTax CS doesn't generate estimate vouchers or filing instruction information.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 printed 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.Amounts for estimates paid
If you enter code
1
, 2
, 3
, 6
, or 8
in Estimates - declaration for
, enter the amount paid with each estimated tax voucher. These amounts and the overpayment applied is subtracted 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 Estimates - declaration for
, select an option in this field to customize the tax used to calculate next year's estimates. UltraTax CS adjusts the projected tax liability based on your selection. To produce a refund amount, enter it in Amount of refund desired
.Number of vouchers desired
The number of estimate vouchers defaults to
4
. Enter a code to specify fewer than 4 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
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 rounds each estimated payment up to the next dollar.Treat 4th quarter estimate as due on 12/31/
Use this field to indicate in the filing instructions that the 4th quarter estimate is due by 12/31. A global default is available for all new clients for all state returns. To select this option, go to
Setup
, 1040 Individua
l, the Federal
tab, then select New Client Options
and mark the Treat the 4th quarter state estimate as due on December 31st
checkbox.