Here is a short instructional video on linking multiple forms in a tax return in the UltimateTax program. Linking is the software function that allows information to flow from one form to another through links. With Linking, you can save time by not entering the same information repeatedly. If you know that information that goes on a line would come from another form, try linking to it by doing the following:
Set up a Link by right-clicking a field on a form, then select Link.
After you click Link, you will be taken to another window that allows you to establish a link to a new form or view an existing link.
This applies to all years of the UltimateTax software.