Screen AZCr - Arizona Nonrefundable Credits (1040)

Overview

Use this screen to complete Form 301 and portions of Form 140, 140NR, or 140PY. Enter carryover amounts on the AZCOCr Screen. The amounts used on Form 301, Page 2 calculate automatically based on the amount of current-year and carryover credits available. The order in which UltraTax CS calculates credits claimed is as follows: credits that are not available to carry forward, credits subject to five-year carryforward, and credits subject to fifteen-year carryforward. Enter amounts in the
Claiming
2025
(Force)
fields to use the credits in a different order.

Credits for Contributions

Amounts in this section transfer from the cash contributions entered on the federal A Screen with the applicable state use code. Enter any contributions made between January 1,
2026
and the original due date in the statement dialogs. Enter fees that are eligible for a credit but not deductible on Schedule A in the
Form 322: Contributions or Fees Paid to Public Schools
statement dialog and enter
X
in the
Not Deductible
column to exclude them from the Arizona Schedule A. An additional entry may be required on the federal A Screen to adjust the deduction on federal Schedule A for either contributions or taxes paid.

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