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Screen DCGen - District of Columbia General Information (1040)
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Overview
Use this screen to provide additional information needed to complete Form D-40 and schedules. If the information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-DC only shows it on the form and not on the input screen.
note
DCGen is available for full or part-year residents only.
Federal-to-state input screen and asset module data transfer
If you transfer information from federal input screens or from the asset module to a state input screen, the application displays the transferred data in blue; for example: 
.
.You can replace the transferred amount by entering it in this field. The application then displays the new amount in black.
note
- When you replace a transferred amount, the application doesn't replace that amount with subsequent federal-to-state or asset module data transfers.
- To delete the replaced amount and restore the original transferred amount, right-click the field and select Delete overrule, or simply enter the original amount in the field.
- To confirm the accuracy of the overruled amount, right-click the field and select 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.
- You can set a user preference to select fields you used to replace the transferred amounts and to list all replaced amounts in the Diagnostics window.
Statements
Many data entry fields provide predefined statements in which you can enter additional information. See the Statements overview for more about this.
Accessing frequently asked questions
To view answers to common questions about calculations and data entry issues, select Help, then Additional Resources, and then Frequently Asked Questions. For details, see Accessing frequently asked questions (FAQs).
Return Information
Joint filing status (Force)
If you filed the federal return as married filing jointly or single using the domestic partner option under File, then Client Properties, then the Federal tab, UltraTax CS optimizes the District of Columbia return and automatically selects the filing status that yields the lowest tax. UltraTax CS allocates the amounts used to calculate adjusted gross income between the taxpayer and spouse or domestic partner using the TSJ indicators, where available, as they were entered on the federal input screens. If you didn't enter a TSJ code, the data is allocated to the taxpayer. You can review and replace the allocated amounts on the District of Columbia AGI Worksheet. UltraTax CS optimizes itemized deductions, dependent exemptions, and certain credits when allocating amounts between the taxpayer and spouse.
Married combined, filing separate on same return deduction (Force)
UltraTax CS automatically allocates 50 percent each of the standard or itemized deduction used to calculate Form D-40 to the taxpayer and the spouse on Schedule S, Calculation J. Use these fields to allocate different amounts. If you use the force fields for either the taxpayer or the spouse, then you need to allocate the total deduction amount used on Form D-40.
Authorize discussion with state taxing authority
Use this field to change the option indicated on federal Screen 1040. A global default is available for all new clients for both federal and state returns. To use this option, select Setup, then 1040 Individual, then the Federal tab, then the New Client Options button. Then, from the dropdown list, select
Yes
for the Authorize discussion with tax authority
checkbox.Date of birth for head of household non-dependent qualifying person
If you enter a qualifying person and their Social Security Number on federal Screen 1040 for Head of Household filing status, also enter the qualifying person's date of birth. This date prints on Schedule S in the Head of Household filers section.
General footnote
Enter a footnote in the statement dialog if you like. This is a schedule that may be printed and attached to the return for informational purposes. The general footnote appears as a separate item in each collation.
Use Tax
Amounts entered in this section are used to calculate Form FR-329, Consumer Use Tax on Purchases and Rentals.
Contributions
Statehood Delegation Fund
Enter the amount you want to contribute to the Statehood Delegation Fund. Contribution amounts don't proforma forward to next year's federal Schedule A.
Taxpayer Support for Afterschool Programs for At-Risk Students / Anacostia River Cleanup and Protection Fund
Enter the amount you want to contribute to the Public Trust for Drug Prevention and Children at Risk and the Anacostia River Cleanup and Protection Fund. Contribution amounts proforma forward to next year's federal Schedule A.
Health Care Shared Responsibility
List every individual in the healthcare shared responsibility family, including the taxpayer, spouse, or domestic partner, and any dependents who were claimed or could be claimed on the tax return, unless everyone had qualifying health coverage or an exemption for the entire year.
Qualifying health coverage for every month in
2025
- EnterXif all members of the healthcare responsibility family had qualifying health care coverage, or an exemption, for every month of the tax year.
- There's no healthcare shared responsibility payment due and Schedule HSR isn't required.
No qualifying health coverage due to sincerely held religious belief
- EnterXif, under the penalties of perjury, any individual lacked qualifying healthcare coverage because of a sincerely held religious belief during the entire tax year.
- In the coverage detail, select exemption typeJalong with1under Start Month and12under End Month.
Detail of individual health care coverage or exemption
Exemption Type (full or part year)
- Make a selection and enter the start month and end month for each individual with a qualifying exemption.
- If no exemptions apply, leave this column blank.
Insurance Coverage (full or part year)
- EnterXin this column and also enter the start month and end month for each individual who has qualifying health care coverage.
Start Month and End Month
- You need to populate these columns when an exemption type is claimed, or when there is qualifying healthcare coverage.
- Leave both columns blank only when there is no qualifying healthcare or exemption coverage for the listed individual.
note
If more than one exemption applies for an individual over the course of the year, add that individual to a new row and specify the next exemption type and period.