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Screen CTGen - Connecticut General Information (1040)
Show all hidden content
Overview
Use this screen to complete Forms CT-1040 and CT-1040NR/PY.
Federal-to-state input screen and asset module data transfer
If information is transferred from federal input screens or from the asset module to a state input screen, the application displays the transferred data in blue.
If necessary, you can overrule the transferred amount by entering the appropriate amount in the field. The application then displays the new amount in black.
note
- When you overrule a transferred amount, the application does not overwrite that amount with subsequent federal-to-state or asset module data transfers.
- To delete the overruled amount and restore the original transferred amount, right-click the field and choose Delete overrule or simply enter the original amount in the field.
- To confirm the accuracy of the overruled amount, right-click the field and choose Acknowledge overruled data. The application then disables the acknowledge functionality from the right-click menu. To restore the original amount later, you will need to enter it manually.
- If desired, you can set a user preference to mark fields for which you overruled the transferred amounts and to list all overruled amounts in the Diagnostics window.
Statements
Many data entry fields provide predefined statements in which you can enter additional information. For additional information, see Statements overview.
Accessing frequently asked questions
To view answers to common questions about calculations and data entry issues, select Help, Additional Resources, then Frequently Asked Questions. For details, see Accessing frequently asked questions (FAQs).
Return Information
UltraTax CS uses information in this section to complete Form CT-1040 or CT-1040NR/PY, Pages 1 and 2.
Authorize discussion with state taxing authority if different from federal Screen 1040
Use this field to change the option indicated in federal Screen 1040. A global default is available for all new clients for both federal and state returns. To select this option, select Setup, 1040 Individual then the
Federal
tab. Select New Client Options
then from the drop-down list, select Yes
for the Authorize discussion with taxing authority
checkbox.Filing status joint for federal, separate for Connecticut
Mark this field when filing a separate Connecticut return, but filing a joint federal return on Schedule CT-EITC, line 11. Use the FSO utility to separate the joint federal return, and mark this field on the applicable CT return.
First time filer for Connecticut
UltraTax CS uses this field to determine if direct deposit is allowed. According to the Connecticut Department of Revenue Services, first time Connecticut filers must receive a paper check or debit card.
General footnote
If desired, enter a footnote in the statement dialog. This is a statement that may be printed and attached to the return for informational purposes. The general footnote appears as a separate item in each collation. The information entered in this statement dialog will not be included in the electronic file.
Use Tax
Use this section to enter details of purchases subject to the Connecticut use tax.
Individual use tax
Use the statement dialog to enter detailed information needed for the calculation of individual use tax. To combine several individual purchases into one line item, make an entry for one line item and leave the description blank. UltraTax CS reports the totals of all entries with no description on the line for individual purchases under $300 on the Connecticut Individual Use Tax Worksheet on Forms CT-1040 and CT-1040NR/PY.
Contributions
UltraTax CS automatically limits the contribution amounts if greater than the refund amount and enters them on Form CT-1040, Schedule 5 or Form CT-1040NR/PY, Schedule 4.