Screen 1040 - General Information

Data sharing

UltraTax CS automatically shares general information (such as the client's pname and address) among all clients, and enables you to share K-1 financial data among all 1040, 1041, 1120, and 1065 clients automatically.

You must diligently review all data that is shared among clients.

Statements

Many data entry fields provide predefined statements in which you can enter additional information.

Custom fieldviews

Custom fieldviews are available in various input screen and statement fields. These fieldviews allow you to add and maintain your own lists of valid entries for specific fields (such as fields requiring the names of local banks), so that you can later choose from your customized list rather than entering the data manually each time.

Frequently asked questions

To view answers to common questions about calculations and data-entry issues, choose Help, Additional Resources, and then Frequently Asked Questions.

Tax codes

UltraTax CS uses tax codes to summarize and transfer related account balances from Accounting CS or Write-Up CS into UltraTax CS. Accounting CS, Write-Up CS, and Trial Balance CS use tax codes to transfer each item to the appropriate tax form in UltraTax CS.

Filing Status (1 = Single, 2 = MFJ, 3 = MFS, 4 = HOH, 5 = QW)

Depending on the filing status in this field, any non-applicable fields are bypassed automatically. For example, spouse-related fields are bypassed for filing status "single." For any filing status other than 2
(married filing jointly), all T, S, J
and Spouse
fields are skipped. Visit these fields using the mouse or arrow keys, if desired. Note that the cursor does not skip fields within statement, regardless of the filing status here.

Code

The following codes correspond to the appropriate filing status.

Code	Result
1	Single (default)
2	Married filing joint
3	Married filing separate (See related field descriptions that follow.)
4	Head of household. Enter the name of the qualifying person in the field provided. If the return is being filed electronically, enter the Social Security number of the qualifying person. (See related field descriptions that follow.)
5	Qualifying widow(er). If you enter code 5, the spouse's date of death must be entered in the Spouse column for the return to be correctly completed.

If you enter code 3
, you may need to enter data in the following fields:

Lived apart entire year:
Mark this field if the taxpayer and spouse are filing separately and have lived apart for the entire year.

Claiming spouse:
Mark this field if the taxpayer is filing a separate return and the spouse had no income and is not filing a return. Do not mark the field if the spouse can be claimed as a dependent on another person's return.

If the return is for a domestic partner in community property states California, Nevada, or Washington, enter 1
(Single) or 4
(Head of household).

Elect to file joint return with nonresident alien spouse

The applicable tax election generates automatically with the return and will be included in the electronic file.

Lived apart entire year

If you entered code 3 for married filing separate, mark this field if the taxpayer and spouse lived apart for the entire year. UltraTax CS uses this information to determine the following:

If taxpayer qualifies for special allowance for rental real estate activities with active participation on Forms 8582 and 8582Cr.

Use the Cr screen Taxpayer is considered unmarried for Form 2441 purposes
field if the taxpayers lived apart only during the last 6 months of the year. There are other qualifications that must be met, so please review the Form 2441 instructions before marking the field.

Eligibility of Schedule R, credit for the Elderly or the Disabled.

The proper threshold amount in calculating taxable social security benefits.

The proper threshold amount in calculating the deductible portion of contributions to traditional IRA accounts.

Claiming spouse

Mark this field to claim an exemption for the spouse when the filing status is married filing separately. UltraTax CS marks the Spouse
box in the exemptions section of the 1040 Tax Worksheet. The information is not needed on the federal return but may be needed by the state application. Marking this field indicates all of the following are true regarding the claimed spouse:

Spouse had no gross income

Spouse is not filing a return, and

Spouse does not qualify as a dependent for someone other than the taxpayer, even if not actually claimed on that person’s return

Nonresident alien spouse without ITIN

When this field is marked and the spouse SSN
field is blank, "NRA" will print on Form 1040 in the spouse's "Last Name" field located in the Filing Status area.

Taxpayer / Spouse Information

The spouse's Last name
field completes automatically using the taxpayer's last name. If the spouse's last name is different from the taxpayer's, enter the correct last name.

A custom paragraph may be included in the transmittal letter instructing taxpayers to compare the names and Social Security numbers reported in the return with their Social Security cards before filing. To select this custom paragraph on a client-specific basis, select custom paragraph Social Security Card Name (TL)
from the Paragraph Description field in the Letter screen. To select this custom paragraph to print for all clients when applicable, choose Setup and then 1040 Individual, select either the Transmittal Letter or Filing Instructions button in the Federal tab, select the Custom Paragraphs tab, and mark the Social Security Card Name (TL)
box.

SSN

Enter the taxpayer's Social Security number, or enter A
for "applied for," F
for "ForeignUS", M
for "Amish," or W
for "W7 attached."

First name

Enter the taxpayer's/spouse's first name and, if desired, middle initial, followed by a period.

Data in this field is used as the first name in any applicable custom paragraph that prints. If you include a middle initial in this field, or if another first name is preferred (such as Chuck instead of Charles) in custom paragraphs, use the Custom Paragraph first name if different
field.

Last name

Enter the taxpayer's last name as follows.

For electronic filing purposes, the last name must exactly match the client's Social Security card. Failing to follow this rule will cause the IRS to reject the client's return. However, the IRS matches only the first four characters of the name, so they do not reject the return if the last name truncates because it is too long for this field.

If the taxpayer or spouse has a suffix (for example, Jr), enter a comma after the last name, a space, then the suffix. For example, enter "Wilson, Jr" as shown.

Consider certain foreign suffixes as part of the last name (for example, Armah Bey, Paz Ayala, and Allar Sid) and enter them in this field.

Particular attention must be given to names that incorporate a mother's maiden name as a suffix to the last name (which is common in names of Hispanic origin). In such instances, enter the mother's maiden name in this field.

Do not enter middle names in this field. Instead, enter middle names in the First name
field. For example, certain Indo Chinese names include a middle name of "Van" (male) or "Thi" (female).

Presidential election campaign fund

Enter 1
if the taxpayer elects to contribute to the presidential campaign. Enter 2
if the taxpayer elects to not contribute to the presidential campaign. Enter 3
to include a custom paragraph in the filing instructions to remind the taxpayer to mark the Presidential campaign boxes before paper filing the return.

Dependent of another

If the taxpayer can be claimed as a dependent on another taxpayer's return, enter the applicable code as described below:

1 Diagnostic to confirm dependent status for taxpayers 19 and over.
When this field has been proforma'd, UltraTax CS will generate an FYI reminder diagnostic to confirm the "dependent of another" status in the current tax year. For example, this code could be used as a reminder to confirm that a child taxpayer between 19 and 23 is still a full-time student.

2 No diagnostic to confirm dependent status for taxpayer 19 and older.
This code will prevent the FYI confirmation diagnostic from being reported, if, for example, the taxpayer would permanently qualify as a dependent of another.

3 Dependent of another this year but not next year; do not proforma.
The Tax Projection Worksheet will use this code to project next year's tax without "dependent of another" status. A code 3 entered in this field will not proforma to the following year.

A custom paragraph may be included in the filing instructions to include signature instructions to sign the return as a parent of a minor child. To select this custom paragraph on a client-specific basis, select custom paragraph Child's return (FI)
from the Paragraph Description
field in the Letter screen. To select this custom paragraph to print for all clients when applicable, choose Setup and then 1040 Individual, select either the Transmittal Letter or Filing Instructions button in the Federal tab, select the Custom Paragraphs tab, and mark the Child's return (FI)
box.

Meets certain children age 18 through 23 conditions

Enter 1
if the taxpayer's earned income was less than or equal to half their support during the tax year, and either:

The taxpayer's age was 18 on January 1,

2025

; or

The taxpayer was over age 18 and under age 24 on January 1,

2025

, and was a full-time student

Enter 2
if the taxpayer does not meet any of the conditions.

This information is necessary to properly calculate the return for such items as education credits, Form 8615 filing, AMT exemptions, etc., as well as provide applicable diagnostics. If this field is blank, a critical diagnostic will indicate the field is blank and data will need to be entered when the taxpayer's age is greater than 17 and less than 24.

Please refer to the following form instructions for additional information: 1040 instructions "Dependents & Qualifying Child for Child Tax Credit," Form 8615, and Form 6251.

First time filing tax return

Enter X
if this is the first tax return ever filed for the taxpayer. This field is used to determine appropriate diagnostics for dependent minor children.

Child neither parent is alive (under 18 or full-time student between 19 and 23)

Enter X
if the taxpayer is a child with neither parent alive and is either under 18 or a full-time student between the ages of 19 and 23. Children meeting these requirements without living parents do not follow the Forms 6251 and 8801 minor child exemption calculations. This field will be ignored if the taxpayer exceeds age 18 or 24 and the Meets certain children age 18 through 23 conditions
field is marked, or if the taxpayer meets these requirements and is filing a joint tax return.

Blind

Enter X
if the taxpayer is blind. This field marks the appropriate box on the return and is used to calculate the additional standard deduction.

Date of birth

Enter the taxpayer's complete date of birth (MM/DD/YYYY). UltraTax CS uses the date of birth for age-related calculations, including the following:

To display age as of the last day of the tax year on the federal 1040 screen in the Age as of January 1,
2025
field.

To determine if the taxpayer is 65 or older as of January 1 of the next tax year for use on Form 1040, Page 2, Form 8379, and Schedule R.

To determine age requirements (at least age 25, but under 65 as of December 31 of the current tax year) for earned income credit calculation for those with no qualifying children.

To generate a Form 8615, Tax for Certain Children Who Have Unearned Income. Form 8615 is filed for children under the age of 19 or full-time students under age 24 on January 1 of the next tax year. The Meets certain children age 18 through 23 conditions
field must be completed for taxpayers between 18 and 23 to properly calculate the return and/or provide applicable diagnostics.

To determine eligible children under age 19 and full-time students under age 24 for purposes of electing to report the child's income on the parents' return on Form 8814.

To determine the age threshold limit for long-term care (LTC) premiums.

To determine the AGI floor used to calculate the allowable deduction for medical expenses on Schedule A.

To determine if the taxpayer is 18 or older as of January 1 of the next tax year for the Qualified Retirement Savings Contributions credit claimed on Form 8880.

To determine the number of payments expected for pension worksheet calculations.

To complete the self-selected Personal Identification Number (PIN) information for the IRS e-file Signature Authorization form when filing returns electronically.

To determine if the taxpayer is eligible for catch-up contributions for individual retirement accounts or Keogh, SARSEP, or SIMPLE plans. The taxpayer must be age 50 or older as of December 31 of the current tax year to be eligible.

To determine if the taxpayer is eligible for an additional Health Savings Account contribution. The taxpayer must be age 55 or older as of January 1 of the next tax year to be eligible.

To determine if the taxpayer is eligible for Refund Advantage bank products. (The taxpayer must be at least age 18 on the date of application to qualify for bank products.)

To determine the age displayed in the Client Profiles section of the home page. The age determined for display purposes on the Client Profiles tab is based on the system date of your computer.

To determine if the taxpayer is 64 or older as of January 1 of the next tax year for use on Form W-4, Deductions, Adjustments, and Additional Worksheet.

Age as of January 1,

2025

This field displays the age as of the last day of the tax year and coincides with the current-year tax return calculations. Per IRS age of attainment rules, a taxpayer attains an age the day before the anniversary of the birth date. If applicable, the age calculates as of the date of death. This field is for informational purposes only.

For example, a taxpayer born January 1, 1955 is considered to attain the age of 65 on December 31,

2024

and as a result, qualifies for the additional standard deduction on Form 1040 page 2.

Date of death

The date of death is used to determine widow(er) filing status. If the death is in the current tax year, the date and the word DECEASED print after the taxpayer name in the label portion on Form 1040. If the date of death is in

2024

2025

and a joint return is being filed, the words "Filing as surviving spouse" print in the signature area of the return.

Daytime telephone/ext number

The daytime phone number entered for the taxpayer is used in the signature block or non-signature block area if one of the global options for all 1040 clients is selected. Choose Setup and then 1040 Individual, select the Other Return Options button, select the Return Presentation tab, and mark the Include taxpayer daytime telephone number: Signature blocks
and/or the Non-signature blocks
box. Form 1040X and Form 1045 report the telephone number when the Non-signature block
box is marked. The global options can also be set to have the taxpayer daytime telephone number reported on the Diagnostic Worksheet by marking the Include client telephone numbers on Diagnostic page
box on the Other tab of the Other Return Options dialog.

Home/evening telephone number

The phone number you enter in this field appears on the Diagnostic Worksheet if you have selected the global option for all 1040 clients. Choose Setup and then 1040 Individual, select the Other Return Options button, select the Other tab, and mark the Include client telephone numbers on Diagnostics page
box.

Allow 3rd party designee to discuss with IRS

When the third party is not the preparer, the data in this field completes the Third Party Designee section of Schedule 6 (Form 1040). When the third party designee is the paid preparer, the box in the Paid Preparer Section of Form 1040 is marked. If filing a nonresident alien return (1040NR or 1040NR-EZ), the third party designee section completes on the return. If you leave this field blank, the Third Party Designee section remains blank.

To report the preparer or someone other than the preparer as the default designee for all of a preparer's clients, complete the applicable fields on Setup, Office Configuration, and then Preparers tab for the applicable preparer:

To override the third party designee information on a client-by-client basis, for example to designate a family member instead of the preparer, complete the Third Party Designee section in the Contact screen located in the General folder. Data in these fields override all third party designee information entered Setup, Office Configuration, and then Preparers tab for the applicable preparer.

Bona fide resident of US possession

If the taxpayer is a bona fide resident of a U.S. possession, select the applicable possession. If you select AS
for American Samoa, GU
for Guam, MP
for Northern Marinara Islands, or VI
for US Virgin Islands, the Out of the country on 4/15/19
field marks automatically on the Ext screen in the Payments folder.

Custom paragraph first name if different

Enter a name to display in a custom paragraph instead of the name in the First name
field. Use this field if the First name
field includes a middle initial or to use a different first name (such as Chuck instead of Charles).

Salutation

Enter the salutation for the client's letter. The transmittal letter segments already have the word DEAR in the salutation so if you use a pre-defined letter, do not include DEAR in the salutation here. If applicable, enter the personal representative name in the salutation and their name and address on the Info or 1310 screens in the General Folder.

Residence Information

New address information proformas here from the 8822 screen if the prior-year 8882 screen has 1
or 2
in the Treat mailing address on the 1040 Screen as
field. For electronic filing, enter any foreign address in the Address
, City
, Foreign province/county
, Foreign country
, Foreign postal code
, and Foreign country code
fields. (Ignore the Zip code
field.)

City

This field contains a linked custom fieldview that enables you to automatically enter data in the related State
and Zip code
fields. Select the down arrow and open the Custom Fieldview dialog to enter, edit, or select a fieldview item for the linked fields.

State

If this return is being filed electronically and the taxpayer has a foreign address, choose the first option in this field. The option starts with a period (.) as follows: ".
Foreign Address".

Foreign country code/name

The foreign country name displays automatically based on the selected code. The foreign country code is required when electronically filing a return with Form 2350, 2555 or 2555-EZ. If you complete the Foreign country
field, enter a period (.
) in the State
field.

Foreign province/county

Enter the name of the foreign province or country. Some states require a province code instead of the full name; this is also acceptable for federal returns. If the taxpayer has a foreign address, also choose the first option in the State
field. This option starts with a period as follows: ".
Foreign Address".

The Foreign country name field contains a linked custom fieldview, which enables you to automatically enter data in the related Foreign province/county
, Postal code
, and Country code
fields. Select the down arrow and choose Edit Multi-field Custom Fieldview to open the Custom Fieldview dialog, in which you can enter, edit, or select a fieldview item for these linked fields.

Indiana:
The Indiana Department of Revenue requires the foreign province (or foreign state) code rather than the full name of the province or foreign state for paper-filed returns, as well as returns filed electronically. The code may contain letters or numbers and is equivalent to the 2-letter postal abbreviation for the U.S. states (such as AZ, CT, IN, TX, etc.). Examples of codes for foreign states or provinces:

Queensland (Australia): QLD

Prince Edward Island (Canada): PE

Hokkaido (Japan): 01

Thus, in the example above, Prince Edward Island, should be entered as PE. The foreign province code is acceptable data entry for federal electronic filing.

Foreign postal code

Enter the Foreign postal code.

Foreign phone number

The foreign phone number is used for electronic filing when a U.S. phone number is not available. It can also be used as part of the password for a PDF return or 1040 Organizer.

Address indicator

Use this field to enter the code that corresponds to the appropriate address indicator, or select a code from the fieldview. This field is required when electronically filing a return with either a foreign or military address.

Special processing

Enter IRS special processing information including IRS-approved literals that denote combat zones. This field is for electronic filing purposes only.

Combat zone deployment date

If you chose Combat Zone in the Special processing
field, enter the date that deployment in the combat zone began.

In care of addressee/name line 2 (Electronic filing only)

Use this field to enter the name
(not address) of an in-care-of addressee to include in the electronic file transmitted to the IRS. The refund will be payable to the name of the addressee in this field. This data will not appear on the paper return.

Dependents and General

You must enter the dependent's first and last name for electronically filed returns and the names must exactly match
the first and last name on the dependent's Social Security number.

Dependent information

The information that follows describes some of the fields that appear in the attached statement.

A custom paragraph may be included in the transmittal letter to notify the taxpayer if a child will no longer qualify for the child tax credit next year (thus potentially increasing tax liability), based on age requirements. To select this custom paragraph on a client-specific basis, select custom paragraph CTC Eligibility Exploration (TL)
from the Paragraph Description field in the Letter screen.To select this custom paragraph to print for all clients when applicable, choose Setup and then 1040 Individual, select either the Transmittal Letter or Filing Instructions button in the Federal tab, select the Custom Paragraphs tab, and mark the CTC Eligibility Expiration (TL)
box.

First Name / Last Name:
Consider the following when you enter information in these fields:

For electronic filing purposes, enter the last name exactly as it appears on the dependent's Social Security card. Failing to follow this rule will cause the IRS to reject the return. However, because the IRS matches only the first four characters of the name, if the last name is too long for this field and is truncated, the return will not be rejected.

If the dependent has a suffix (e.g., Jr), enter a comma after the last name, a space, then the suffix. For example, enter "Wilson, Jr" as shown.

Consider certain foreign suffixes as part of the last name (e.g., Armah Bey, Paz Ayala, and Allar Sid) and enter them in the Last Name
field.

Enter middle names in the First Name
field. For example, certain Indo Chinese names include a middle name of "Van" (male) or "Thi" (female).

Date of Birth:
Enter the complete date of birth (MM/DD/YYYY). The date in this field is used to determine age requirements for earned income, child and dependent care credit, child tax and other dependent credits. If you leave this field blank, it is assumed that age requirements are not met for the child and dependent care credit, earned income credit, child tax and other dependent credits.

Age:
UltraTax CS calculates the age of a dependent based upon the date of birth entered for the dependent. Age is calculated as of the end of the tax year. This field is for informational purposes only and is not used in other calculations.

Age is calculated for dependents using the uniform method of determining when a child attains an age as prescribed in Revenue Ruling 2004-72. Under this method, a child attains an age on the anniversary of the date the child was born.

For example, a child born on January 1, 2003, attains the age of 17 on January 1, 2020.

SSN:
Enter the Social Security number of the dependent. The IRS requires taxpayers who are claiming dependents to furnish a Social Security number for each dependent, regardless of the dependent's age. For a child who was born and died in the tax year and for whom the taxpayer did not receive a Social Security number, enter D
in this column. DIED will print as prescribed by the IRS. The dependent will not proforma to the following tax year if DIED is in the SSN
field.

Relation:
An asterisk (*) denotes relationships that qualify for Schedule IEC and Child Tax Credit (CTC).

Relationship selections
Daughter*	Son*	Aunt	Brother*
Foster Child*	Grandchild*	Grandparent	Half brother*
Half sister*	Nephew*	Niece*	None
Other	Parent	Sister*	Stepbrother*
Stepchild*	Stepsister*	Uncle

Mos Home:
Enter the number of months during the tax year that the dependent lived with the client. The default for this field is 12 months.

If the dependent is claimed every other year beginning with an odd year (2019, for example), enter 77
in this field. Dependents with code 77
will not be reported on the return or used in any federal or state calculations for any tax year that falls on an even year.

If the dependent is claimed every other year beginning with an even year (2018 for example), enter 88
in this field. Dependents with code 88
will not be reported on the return or used in any federal or state calculations for any tax year that falls on an odd year.

If the dependent is not claimed on a consistent rotation of every other year, enter 99
in this field. Dependents with code 99
will not be reported on the return for the current tax year and will not be used in any federal or state calculations.

All dependents with code 77
, 88
, or 99
will be proforma'd to the next tax year.

Dep Code:

The Tax Cuts and Jobs Act modified the child tax credit (CTC) to provide for a $500 nonrefundable credit for qualifying dependents other than children who can be claimed for the CTC. UltraTax CS will automatically calculate the credit for other dependents (ODC) for qualifying individuals. Use Code 4 – Other dependents, do not qualify for ODC
.

Dependent code 6
should be used:

for any child who did not live with the taxpayer in the United States for over half of the year.

when the child would not be treated as a qualifying child of the taxpayer under the tie-breaker rules.

when the child meets the definition of foster child for dependency and child tax credit purposes, but not for earned income tax credit purposes.

If the child qualifies for dependency / child tax purposes but not for earned income tax credit purposes, enter dependency code 6
.

Student/Disabled:
Enter 1
if the dependent is a full-time student between the ages of 19 and 23, 2
if the dependent is disabled, or 3
if the dependent is both a full-time student and disabled.

2441 Expense:
Enter the amount of qualified expenses incurred and paid in

2024

for this dependent. Dependents with qualifying expenses automatically transfer to Form 2441 when applicable. If this column is blank, UltraTax CS does not transfer dependent information to the form. Enter the amounts paid to each care provider in the Cr screen (located in the Credits Folder) in the Provider information
statement.

IP PIN:
Enter the six-digit identity protection PIN (IP PIN) that was issued to the dependent by the IRS. If the IRS was notified that the dependent's SSN was used to file another tax return, the IP PIN would be received prior to the tax season. This IP PIN is used only in electronic filing.

State Use:
Some states require additional general information. The table that follows lists those unique states and the additional state-specific codes that must be entered in the State Use
field.

For this state...	If this condition applies...	Enter this State use code
Alabama	Alabama dependent does not qualify as federal dependent.	3
Alabama	Federal dependent does not qualify as Alabama dependent.	5
Arizona	Arizona dependent qualifies through age 65-or-over rules or stillborn child, but does not qualify as federal dependent.	8
Arizona	Qualifying parent or ancestor for Arizona and federal dependent.	13
Arkansas	Dependent qualifies for developmentally disabled child personal credit.	4
Arkansas	Dependent qualifies as a permanently disabled individual.	9
California	California dependent does not qualify as federal dependent.	3
	California qualifying dependent for head of household status.	6
	Federal dependent does not qualify as California dependent.	17
District of Columbia	Taxpayer can claim child for noncustodial parent EIC.	20
Georgia	Dependent qualifies for adoption credit.	25
Idaho	Dependent qualifies for maintaining home for disabled.	10
Idaho	Dependent does not qualify for additional credits.	18
Indiana	Dependent qualifies for private or home school deduction.	27, 32, 34
Indiana	Dependent qualifies for Additional Exemption for Certain Qualifying Children. Child must meet age restrictions and must be a direct descendant (child, grandchild, etc).	Use code 31, 32, 33, or 34 as appropriate if child qualifies even though child is not a direct descendant of taxpayer or spouse.
Indiana	Dependent qualifies for Adoption Exemption. Child must meet age restrictions and must be Son, Daughter, or Stepchild.	33, 34
Iowa	Does not have health care coverage.	23
Kansas	Qualifies as member of household	26
Louisiana	Does not qualify for education credit.	22
Massachusetts	Massachusetts dependent does not qualify as federal dependent.	3
	Dependent does not qualify as member of household.	19
	Qualifies as a member of household. See 1040-MA user documentation for more information.	26
Michigan	Dependent qualifies for deaf, blind, disabled exemption.	2
Michigan	Qualifying disabled veteran.	24
Mississippi	Dependent qualifies as state dependent only for married filing separate returns.	16
Mississippi	Dependent qualifies for adoption credit.	25
Missouri	Dependent qualifies for additional deduction.	7
Montana	Montana dependent does not qualify as federal dependent.	3
Montana	Federal dependent does not qualify as Montana dependent.	5
New Jersey	Dependent qualifies for the additional exemption for full-time student attending an accredited college or university.	1
New Jersey	Dependent qualifies as domestic partner who is claimed for New Jersey other dependent exemption.	12
New Mexico	Qualifying special needs adopted child.	21
New York	New York dependent does not qualify as federal dependent.	3
New York	Taxpayer can claim child for noncustodial parent EIC.	20
Pennsylvania	Federal dependent does not qualify as Pennsylvania dependent for the Special Tax Forgiveness Credit.	5
South Carolina	Dependent qualifies as an adopted special-needs child.	15
Utah	Qualifying child for at-home parent credit.	14
Wisconsin	Qualifies for private school tuition subtraction	30

Do Not Proforma:

Standard/itemized deduction (Force)

If the taxpayer and spouse are filing separate returns, enter 1
for standard or 2
for itemized to "force" the taxpayer into the appropriate tax situation. If 2
is entered and the filing status is "married filing separately," UltraTax CS enters X
on Form 1040, Page 1, Spouse itemizes on a separate return or you were a dual-status alien. Use this field regardless of the taxpayer's filing status if the state requires the taxpayer to either itemize deductions or take the standard deduction at the federal level. The box on Schedule A, line 18, marks automatically when the taxpayer elects to itemize deductions even though they are less than the standard deduction.

Earned income adjustment for: Dependent of another

Use this field to make a positive or negative adjustment to the earned income when the client is a dependent of another. Any adjustment entered here will affect the amount displayed on line 3 of the Standard Deduction Worksheet. This field was added due to TC Summary Opinion 2004-22 in Allyson Christina Briggs v. Commissioner.

General footnote

To enter footnotes, press E in the General footnote
field. You may also select the Statement button to enter information in the statement. All information in this statement proformas automatically to next year and an informational diagnostic indicates that prior year information is present.

Client complexity factor: Additional

Enter an additional amount for the client complexity factor that calculates automatically for the client. You can enter values for the client complexity factor in Setup, 1040 Individual, Federal, and then Client Complexity.

Client complexity factor: Overall (Force)

Enter the amount to use as the client complexity factor for the return. The amount in this field is used instead of the client complexity factor that calculates automatically from the values in Setup, 1040 Individual, Federal, and then Client Complexity.

Categories

Top products

Recommended Products

Categories

Top products for corporations

Top products for accounting firms

Recommended Products

Recommended Products

Categories

Top products

Recommended Products

Who We Serve

Services

Platforms

Media Solutions

About

Recommended Products

Recommended Products

APIs by industry

Use case library

Related sites

United States Support

International support

New releases

Join a TR community

Free trials & demos

Screen 1040 - General Information

Filing Status (1 = Single, 2 = MFJ, 3 = MFS, 4 = HOH, 5 = QW)

Taxpayer / Spouse Information

Residence Information

Dependents and General