Screen CA6198 - California At-Risk (1040)

Overview

Use this screen to complete federal Form 6198 with California amounts. It is important to report any state-related law differences and details in the CA6198 Screen.
note
All the federal 6198 Screen information transfers to UltraTax/1040-CA. California law requires Form 6198 to be completed twice for part-year and nonresident returns. Fields are available for
Total Sources
and
California Sources
at-risk information in order to complete Form 6198 and Schedule CA (540) or Schedule CA (540NR). Amounts in the
Total Sources
columns are used to calculate Schedule CA (540) and Schedule CA (540NR), Column D. Amounts in the
California Sources
columns are used to calculate the in-state amounts included on Schedule CA (540NR), Column E.

Amount At-Risk

Information is automatically transferred to the
Total Sources
fields in this input screen from the federal 6198 Screen with postal code
CA
. California Sources information transfers from the
California Sources
column in the state allocation spreadsheet. When no California Sources information is entered,
California Sources
column amounts default to
Total Sources
column amounts.
When state-specific carryover information is available for proforma, the information is proforma’d to the corresponding federal input screen for the activity.
Total Sources
information is proforma’d to the 6198 Screen with postal code
CA
.
California Sources
carryover information is proforma’d to the state allocation spreadsheet in the
California CA Sources
column. The information is federal-to-state transferred to this screen. Blank
California Sources
fields in this screen are assumed to be zero; the calculation does not default to
Total Sources
amounts.

Carryovers

Information that appears in this section is automatically transferred to the
Total Sources
fields in this input screen from the federal 6198 Screen with postal code
CA
; California Sources information transfers from the
California Sources
column in the state allocation spreadsheet. When no California Sources information is entered,
California Sources
column amounts default to
Total Sources
column amounts.
When state-specific carryover information is available for proforma, the information is proforma’d to the corresponding federal input screen for the activity. Total Sources information is proforma’d to the CA6198 Screen with postal code
CA
. California Sources carryover information is proforma’d to the state allocation spreadsheet in the California CA Sources column. The information is federal-to-state transferred to this screen. Blank
California Sources
fields in this screen are assumed to be zero; the calculation does not default to Total Sources amounts.

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