What forms are supported with UltraTax CS Source Data Entry?

Last updated: November 18, 2025

This resource covers the tax documents that are supported with UltraTax CS Source Data Entry (SDE). See full list of forms below:

  • Wage and Employment Income Screens

  • 1099 Various Screens

  • Flow-Through Income Screens (Schedule K-1)

  • Retirement and Social Benefit Screens

  • Education, Health, and Mortgage Screens

  • Other Deduction and Payment Screens

1. Wage and Employment Income Screens

  • W-2 — Wage and Tax Statement

  • W-2C — Corrected Wage and Tax Statement

  • W-2G — Certain Gambling Winnings

2. 1099 Various Screens

  • 1099-B — Proceeds From Broker and Barter Exchange Transactions

  • 1099-C — Cancellation of Debt

  • 1099-DIV — Dividends and Distributions

  • 1099-INT — Interest Income

  • 1099-LTC — Long-Term Care and Accelerated Death Benefits

  • 1099-MISC — Miscellaneous Information

  • 1099-NEC — Nonemployee Compensation

  • 1099-PATR — Taxable Distributions Received From Cooperatives

  • 1099-Q — Payments From Qualified Education Programs

  • 1099-R — Distributions From Pensions, Annuities, Retirement Plans, IRAs, etc.

3. Flow-Through Income Screens (Schedule K-1)

  • Schedule K-1 (Form 1041) — Beneficiary's Share (Estate or Trust)

  • Schedule K-1 (Form 1065) — Partner's Share (Partnership)

  • Schedule K-1 (Form 1120S) — Shareholder's Share (S-Corporation)

4. Retirement and Social Benefit Screens

  • SSA-1099 — Social Security Benefit Statement

  • RRB-1042S — Railroad Retirement Benefits

  • 5498 — IRA Contribution Information

  • 5498-ESA — Coverdell ESA Contribution Information

  • 5498-SA — HSA, Archer MSA, or Medicare Advantage MSA Information

5. Education, Health, and Mortgage Screens

  • 1095-A, B, C — Health Coverage Statements

  • 1097-BTC — Bond Tax Credit

  • 1098 — Mortgage Interest Statement

  • 1098-C — Contributions of Motor Vehicles, Boats, and Airplanes

  • 1098-E — Student Loan Interest Statement

  • 1098-T — Tuition Statement

  • 1099-H — Health Coverage Tax Credit Advance Payments

6. Other Deduction and Payment Screens

  • 8283 — Non-cash Charitable Contributions

  • 1040-ES — Estimated Tax for Individuals

  • Charitable Contributions Screen — Simple entry for cash/minor non-cash donations (Schedule A)

  • Property Tax Screen — Simple entry for real estate tax payments (Schedule A)