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Screen DCUBTGen - District of Columbia Franchise General Information (1040)
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Overview
Use this screen to complete General Information and the Supplemental Information section of Form D-30. UltraTax CS defaults to using the business name and EIN of the first income activity included in the UBT. Use the business name and EIN force fields to enter a name or EIN if they're different. UltraTax CS defaults to using the Social Security number when there's no EIN present.
Return Information
T, S
To produce an Unincorporated Business Tax (UBT) return for the taxpayer, enter
T
. The taxpayer’s name, address, and Social Security number are used to complete the corresponding sections of Schedule J on Page 5. Enter S
to produce a UBT return for the spouse.EIN
UltraTax CS defaults to printing the taxpayer or spouse Social Security number on Form D-30 unless you enter an EIN in the C, F and 4835 screens. If you enter an EIN in this field, it's used on Form D-30 instead of an EIN from the C, F and 4835 screens or the filer’s Social Security number.
Business name
The business name prints on Form D-30, Page 1. UltraTax/1040-DC transfers the federal Screen C description, federal Screen Rent first location / kind description, federal Screen F description, and the federal 4835 screen description to the appropriate District of Columbia screen in the UBTInc folder. UltraTax/1040-DC searches these screens in the UBTInc folder for the first unit activity description and prints this description as the unincorporated return’s business name on the DCUBTGen screen. This search only occurs once. Enter a business name if the description UltraTax/1040-DC prints on this screen is not the business name that should print on Form D-30, Page 1.
Mailing address (Force)
If the unincorporated business has a mailing address other than the address entered in the federal 1040 screen, enter the address in these fields. The mailing address entered in this field also replaces the federal 1040 screen address information on Forms D-30ES and FR-128.
Non-US financial institution
Enter
X
if any refund amount is being transferred to a financial institution outside the United States.Force Form D-30 to print
Enter
X
to force Form D-30 to print when the return is filed only for informational purposes. UltraTax CS doesn't print Form D-30 when gross income is below the filing requirement, and subsequently, payment of the minimum franchise tax isn't required.General footnote
Enter a footnote in the statement dialog if you like. This is a schedule that you can print and attach to the return for informational purposes. The general footnote appears as a separate item in each collation.
Schedule J Distribution
Use this section to complete Form D-30, Schedule J, Page 5, columns 2 and 3 with the taxpayer or spouse information.
Supplemental Information
Use this section to answer the questions in the Supplemental Information section on Form D-30, Page 6.
UltraTax CS uses the
Date business began
and Termination date
fields to prorate the unincorporated business’s exemption for a part-year resident return.IRS made or proposed any adjustments in the taxpayer’s federal return or any amended returns been filed with the IRS for
2024
Enter
Y
if the IRS made or proposed any adjustments in the taxpayer’s federal income tax returns, or if the taxpayer filed any amended returns with the IRS. Enter N
to respond No to this question. If you leave this field blank, UltraTax CS defaults to No.Explanation of business termination
If the unincorporated business has terminated operations, explain the circumstances of the termination. An entry in this field also prints
X
in final return field on Form D-30, Page 1.Termination date
If you enter data in this field, the unincorporated business return information doesn't proforma to next year. Enter
X
if this is the final year that this return will be filed. This entry marks the return as a final return on Form D-30, Page 1, and the termination date prints in the Supplemental Information section on Page 6.Place where federal tax return was filed
Select the Internal Revenue Service Center from the attached view. The view selections are identical to the ones used in the IRS Service Center field on the federal Letter screen.
Accounting method / Other (describe)
Enter the code that represents the accounting method used by the unincorporated business. If you select code
3
(Other), enter a description of the accounting method used.Reason District of Columbia income tax was not withheld from wages
Enter a reason that District of Columbia income tax wasn't withheld from employees’ wages in this statement window. UltraTax CS automatically selects the
No
checkbox. If the statement window is blank, UltraTax CS selects the Yes
checkbox.Reason franchise return not filed in
2024
Enter a reason that a Franchise Tax return wasn't filed for the prior year. UltraTax CS automatically selects the
No
checkbox. If the statement dialog is blank, UltraTax CS selects the Yes
checkbox.Return includes income from more than one business, enter name and amount
If the return includes income from more than one of the taxpayer's businesses, enter the names and net income of the businesses in the statement window. UltraTax CS automatically selects the
Yes
checkbox. If the statement window is blank, UltraTax CS selects the No
checkbox.Income of any other business owned by, or in which the proprietors have an interest, is reported in a separate return, enter name and address
If the income of any other business owned by the taxpayer, or any other business in which the proprietors of the business have an interest, is reported in a separate return, enter the names and addresses of those businesses in the statement window. UltraTax CS automatically selects the
Yes
checkbox. If the statement window is blank, UltraTax CS selects the No
checkbox.Business is unitary with a partnership or another corporation, explain affiliation
If this business is unitary with a partnership or another corporation, enter an explanation of the affiliation in the statement window. UltraTax CS automatically selects the
Yes
checkbox. If the statement window is blank, UltraTax CS selects the No
checkbox.Business is unitary with a combined group, explain affiliation
If this business is unitary with a combined group, enter an explanation of the affiliation in this statement window. UltraTax CS automatically selects the
Yes
checkbox. If the statement window is blank, UltraTax CS selects the No
checkbox.Annual ballpark fee return has been filed
Use this field to indicate that you filed a Ballpark Fee return. UltraTax CS automatically selects the
Yes
checkbox. If the statement window is blank, UltraTax CS selects the No
checkbox.