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Other tab (1040)
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Use this tab to set general options state options, and electronic filing options that will apply to all 1040 clients.
To view this tab, go to .
note
- Depending on your security configuration, you may need to enter the master password before you can open an entity type tab.
- Options set here the prior year will proforma automatically.
- The options set in this window will also apply to 1040 clients whose data was converted from another tax application.
General
Automatically complete FICA and Medicare wages (W2 Screen)
Mark this checkbox to have UltraTax CS automatically complete the W2 screen, box 3, SS wages; and box 5, Medicare Wages.
note
- This option applies to all 1040 clients.
- The W2 screen, box 3 and box 5, won’t automatically complete when the W2 containsWage code 1, Minister.
note
This option applies to all 1040 clients.
Automatically complete state and local wages if applicable (W2 Screen)
Mark this checkbox to have UltraTax CS automatically complete the W2 screen, box 16, State wages; and box 18, Local wages.
note
The state wages and local wages boxes won’t fill out automatically if the postal code of the home address on the 1040 screen is in one of the following states: Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, and Wyoming.
Enable Education expenses optimization during print
Mark this checkbox to have UltraTax CS automatically optimize education expenses when printing or previewing returns for purposes of the education credit or deduction to determine which is more advantageous. This option is enabled by default.
note
This option applies to all 1040 clients.
Print Education Optimization Report with permutation detail
Mark this checkbox to have UltraTax CS show expanded reporting detail of each permutation (how the credit was taken over deduction, or vice versa) and institution by institution detail of tuition amounts on the Enhanced Education Optimization Report.
note
This option applies to all 1040 clients.
Use the Expected Family Contribution worksheet for FAFSA earnings from work
The FAFSA (Free Application for Federal Student Aid) form instructions state to use Form 1040 line 1 + Schedule 1, line 12 + Schedule 1, line 18 + Box 14 (Code A) of Schedules K-1 to calculate how much is earned from working. This information seems incorrect when examining how the income earned from work is used in the calculation of the EFC (Expected Family Contribution) Worksheet. The income earned from work is used in Table A2 of the EFC Formula to determine which Social Security tax allowance is more accurate when using W-2 box 5 + line A.4 or B.6 of Schedule SE to calculate how much is earned from working.
UltraTax CS defaults to calculating the income earned from work using the FAFSA instructions (Form 1040 line 1 + Schedule 1, line 12 + Schedule 1, line 18 + Box 14 (Code A) of Schedules K-1). Mark this box to calculate the income earned from work according to its use on the Expected Family Contribution worksheet (W-2 box 5 + line A.4 or B.6 of Schedule SE).
note
- This option applies to all 1040 clients.
- You must have data on the FAFSA screen in the Educate folder to print the FAFSA Worksheet.
Print Tax Refund Worksheet if applicable
Mark this checkbox to have UltraTax CS automatically print the Tax Refund Worksheet to determine the amount of state and local income tax refunds that should be reported as taxable income on Form 1040.
note
- This option applies to all 1040 clients.
- Complete theTax refund worksheet amountssection in the Refunds Screen in the Income folder.
Print Tax Return History charts presented as:
Mark this checkbox to have UltraTax CS print the key figure charts on the Tax Return History Report.
note
- This option applies to all 1040 clients.
- You must have data in the History screen in the Review folder to print the Tax Return History Report. Data will proforma to this screen.
Chart Options button
Select this button to open the Tax Return History Chart Options window and select options for the chart type and key figures to report in chart form.
Print Tax Projection Worksheet
Mark this field to print the Tax Projection Worksheet for all clients. By default, UltraTax CS prints the Tax Projection worksheet automatically if the TPW screen contains any information.
Default TPW *fields to current year amounts
When you mark this option, the asterisked (*) fields on the TPW and TPW-2 screens default to current-year amounts.
If you need to override the current-year amount in an asterisked field for a specific client, enter another amount in the field in the TPW or TPW-2 screens. That amount will print on the Tax Project Worksheet.
note
- Fields with asterisks contain non-recurring items (such as capital gains and tax on lump-sum distribution) that normally don’t default to current-year amounts.
- *Qualified Business Income fields don’t have an equivalent current-year amount. Enter data in those fields to calculate the qualified business income deduction.
- *Credit fields report in the2026column with the same amount reported on the2025return. The credits are not recalculated.
- *Force fields don’t default to the current-year amounts. You may use these amounts to override those calculated on the Tax Projection Worksheets.
- When this option is marked, you will receive an FYI diagnostic to remind you that when the Tax Projection Worksheet prints, the amounts in the asterisked fields will have defaulted to current year amounts.
Include capital loss carryovers from the Carryover Report on TPW
When this option is marked, the capital loss carryover amounts from the Carryover Report will be added to any amounts entered in the cap gains/losses fields on the TPW Screen and reported in the next year column. By default, the capital loss carryovers are only included in the Tax Projection Worksheet next year column when both
Net s-t cap gains/losses
and Net l-t cap gains/losses
fields are blank on the TPW screen in the Review folder.Default to Screen 1040 state postal code for Schedule A General Sales Tax calculation
Mark this checkbox to have UltraTax CS use the same state postal code in the
Resident state/rate
field in the A screen as is entered in the Residence Information section in the 1040 screen.note
This option applies to all 1040 clients.
Include client telephone numbers on Diagnostic page
Mark this checkbox to have UltraTax CS automatically print the taxpayer and spouse daytime and evening telephone numbers (as entered in the Contact screen in the General folder) on the Federal Diagnostics page.
note
This option applies to all 1040 clients.
Include client email addresses on Diagnostic page
Mark this checkbox to have UltraTax CS automatically print the client's email addresses (as entered in the 1040 screen located in the General folder) on the Federal Diagnostics page.
note
This option applies to all 1040 clients.
Default to the 1040 screen state postal code for Sch A General Sales Tax calculation
Mark this checkbox to have UltraTax CS use the same state postal code in the
Resident state/rate
field in the A screen as is entered in the Residence Information section in the 1040 screen.note
This option applies to all 1040 clients.
Print Bank Account Verification
Mark this checkbox to print a Bank Account Verification Report with the return. The client should use this report to verify the bank information entered on the Bank screen in the General folder.
Suppress when verified
Mark this checkbox to suppress printing a Bank Account Verification Worksheet with the return when the
Taxpayer verified all bank information by
field is completed on the Bank screen in the General folder.note
This checkbox is available only when the Print Bank Account Verification checkbox is marked.
Include direct deposit/direct debit amounts
Mark this checkbox to include amounts scheduled to be direct deposited or debited from the listed accounts. If these numbers won’t be known when the client verifies the accounts, don’t mark this checkbox.
note
- This checkbox is available only when the Print Bank Account Verification checkbox is marked.
- The amounts shown may be adjusted by the IRS.
- If you mark this checkbox, the State Bank Account Verification will print even if the account information is the same for the federal return.
Analysis Options
Select this button to open the Analysis Options window and select options for the Client and Comparative Analysis reports.
note
- This option applies to all 1040 clients.
- With this option marked, the client must still include Schedule A or Schedule C in the return for the comparative analysis report to print.
- The Schedule A Comparative Analysis average estimates Percent of AGI column is based on IRS Table 2.1 - Returns with Itemized Deductions: Sources of Income, Adjustments, Itemized Deductions by Type, Exemptions, and Tax Items, by Size of Adjusted Gross Income, Tax Year 2017.
- The Schedule C Comparative Analysis average estimates Percent of Sales column is based on IRS Table 2 - Nonfarm Sole Proprietorships: Income Statements, by Industrial Sectors, Tax Year 2017. This table is included as part of the IRS2025fall Statistics of Income bulletin for sole proprietors.
Include IRS National averages on the Diagnostics page when the return deviation is more than:
Mark this checkbox to have UltraTax CS display informational diagnostics when certain items in the return (such as charitable contributions, itemized deductions, and alternative minimum tax) exceed the most recently published IRS averages for a specified adjusted gross income range. If a deviation percentage is not entered, UltraTax CS uses default averages calculated by the IRS as the benchmark for comparison. To increase the deviation, enter a percentage in the field provided. When this checkbox is not marked, informational diagnostics for IRS averages won’t be displayed.
note
This option applies to all 1040 clients.
Depletion: Marginal oil production percentage depletion rate
Enter the depletion rate. If you don’t enter a rate, UltraTax CS defaults to the current IRS value for the depletion rate for oil and gas properties.
State
Default to federal amended return explanation of changes
Mark this checkbox to have UltraTax CS use the federal amended return explanation of changes for the state return. If this option is selected, and there is no state-specific explanation entered on the state the Amend screen, then the explanation entered on the federal Amend screen will be used for the state explanation.
Electronic Filing
File the return electronically if not marked for e-file in the prior year (ELF screen)
Mark this checkbox to have UltraTax CS enter
X
in the File this return electronically
field in the ELF screen on the 1st time in a proforma'd client.Suppress ELF Critical diagnostic for missing electronic funds withdrawal (EFW)
Mark this box to issue an FYI diagnostic instead of an ELF Critical diagnostic for balance due returns with bank information on the Bank screen, but no entry in the ELF screen fields
Suppress electronic funds withdrawal
or Requested payment date
.note
- The purpose of the diagnostic is to appear for balance due clients with bank account information so the Electronic Return Originator (ERO) may designate the EFW preference prior to electronically filing the return. If the client meets the criteria (balance due and bank information), but prefers not to pay the balance due by EFW, enterXinSuppress electronic funds withdrawalfield in the ELF screen. If the client prefers to pay the balance due by EFW, complete theRequested payment datein the ELF screen.
- This option applies to all 1040 clients.
Suppress all auto-generated PDF attachments in the e-file (8453 screen)
Mark this checkbox to globally suppress all auto-generated PDF attachments to the electronic file for all clients not yet opened. Once the checkbox is marked, the suppression fields for
Partner's basis worksheets
, Shareholder's basis worksheets
, Net operating loss worksheets
, Education savings account (ESA)
and Qualified Tuition Program (QTP) worksheets
, and/or Farm income averaging worksheets
on the 8453 screen (Auto-generated PDF Attachments - Suppression section) in the Electronic Filing folder will automatically be marked when a client is opened for the 1st time. To include any of these PDF attachments within the electronic file for a client, clear any or all suppressed attachment fields on the 8453 screen and recreate and transmit the electronic file.eSignature
Changes to the expiration or reminder frequency apply to eSignature packages sent in the future. In other words, eSignature packages are created with the expiration date and reminder frequency that is currently set up, and can't be modified once they're created.
Authorization forms (8879/8878/114a) expiration # of days:
Configure the # of days for an eSignature to be available before expiration when an authorization form is present. The default is 3 days.
Authorization forms (8879/8878/114a) reminder frequency:
Configure how often a reminder email should be sent while an eSignature is pending when an authorization form is present. The default is 18 hours.
Other (Consents, Engagement letter, etc.) reminder frequency:
Configure how often a reminder email should be sent while an eSignature is pending when an authorization form (8879/8878/114a) is not present. The default is 1 week.