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Screen NYEst - New York Estimates (1065)
Show all hidden content
Estimates
Form 2658 - declaration for next year
Enter code
1
, 2
, 3
, 4
, or 9
to select a method to determine the amount of next year’s estimated tax. If this box is blank, UltraTax CS does not
generate estimate vouchers or the filing instruction information. To enter the Form 2658 declaration one time for all new clients, select Setup, 1065 Partnership, New York tab, and select New Client Options.
The options for
Form 2658 - declaration for next year
are listed in the fieldview and in the following table.Code | Result |
|---|---|
1 | Use the current year liability. If $300 or less per partner, use zero. note
If the current year’s liability is less than the minimum filing requirements per partner, the vouchers won't print. |
2 | Use current year liability adjusted by amount. Enter an adjustment to the current year liability in Amount for code #2 . If the adjustment represents a decrease, enter a negative amount. |
3 | Use current year liability, even $300 or less per partner. This lets estimates calculate even when the tax liability is less than the minimum amount required for estimate payments. |
4 | Print vouchers with amount boxes blank. UltraTax CS prints blank estimate vouchers. |
9 | Use amounts entered. |
Amts for Code 9
Use these boxes to specify the estimate amounts for each quarter. If code
9
is entered in Form 2658 - declaration for next year
, enter the desired quarterly payments in these boxes. The application doesn't adjust these amounts by any overpayment applied and prints these amounts on the vouchers.Because the New York estimates are calculated for each partner, these boxes need to be specially allocated using Ptr Alloc for each box.
Estimates Paid
Use these boxes to specify the amounts already paid for each estimate. These amounts are subtracted from the calculated quarterly gross estimated tax liability to determine the net voucher amounts.
Because the New York estimates are calculated for each partner, these boxes need to be specially allocated using Ptr Alloc for each box.
Number of vouchers desired next year
The number of estimated vouchers defaults to
4
. Enter a code to specify less than 4 vouchers. The options for the number of vouchers are listed in the fieldview and in the following table.Code | Result |
|---|---|
4 | Four vouchers are generated. This is the default option. |
3 | The last three vouchers are generated. Any unpaid balance from the first estimate is included in the second estimate voucher. |
2 | The last two vouchers are generated. Any unpaid balance from the first or second estimate is included in the third estimate voucher. |
1 | The last voucher is generated. 100 percent of the gross estimated liability is allocated to the fourth voucher. |
A | First voucher. 100 percent of the gross estimated liability is allocated to the first voucher. |
B | Second voucher. 100 percent of the gross estimated liability is allocated to the second voucher. |
C | Third voucher. 100 percent of the gross estimated liability is allocated to the third voucher. |