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Screen DENRPY - Delaware nonresident and part-year resident adjustment (1040)
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Overview
Use this screen to complete Form PIT-NON. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-DE only shows the information on the form and not on the input screen.
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This screen only appears if you select the state return as a part-year or nonresident return. To do so, select File, then Client Properties, then the Delaware tab and verify the applicable Part-year Resident or Nonresident option is selected.
General information for part-year residents
Part-year dates of residency
Enter the dates of residency for part-year residents. Part-year residents who want to be treated as residents should select a resident return under File, then Client Properties, and then the Delaware tab. To file Form PIT-NON, select a part-year return under File, then Client Properties, and then the Delaware tab.
Additions to adjusted gross income
Use this section to complete portions of Form PIT-NON, Page 1. UltraTax CS automatically calculates the Delaware portion of income and adjustment amounts from entries in the federal input screens based on the state postal code.
Fiduciary addition to AGI
Use these fields to enter the amount of fiduciary income to add to the federal and Delaware AGI. These amounts are listed on Form PIT-NON, Page 1.
Oil percentage depletion adjust
Use these fields to enter the excess of oil percentage depletion over cost depletion included in AGI. These amounts are listed on Form PIT-NON, Page 1 and added to income.
Miscellaneous additions to AGI
Use the statement windows to enter the description and amounts of any additions to federal and Delaware AGI. These amounts transfer to Form PIT-NON, Page 1.
Subtractions from adjusted gross income
Use this section to complete portions of Form PIT-NON, Page 1. UltraTax CS automatically calculates the Delaware portion of income and adjustment amounts from the federal input screens based on the designated state postal code.
Pension, retirement excl (Force)
Use these fields to force amounts different from the calculated amounts for the pension exclusion. UltraTax CS automatically calculates the pension exclusion based on information entered on the federal 1099 screen. These amounts transfer to Form PIT-NON, Page 2.
Delaware tax refund (Force)
Use these fields to force amounts different from the calculated amounts for the Delaware state tax refund included in AGI. UltraTax CS automatically calculates the Delaware state tax refund based on amounts and postal codes entered in the federal Refunds screen. These amounts transfer to Form PIT-NON, Page 2.
Fiduciary subtraction from AGI
Use these fields to enter the amount of fiduciary income to be subtracted from the federal and Delaware AGI. These amounts are listed on Form PIT-NON, Page 2 and subtracted from income.
Work opportunity credit (Force)
Use these fields to force amounts different from the calculated amounts and to allocate the Delaware portion of the work opportunity credit. UltraTax CS automatically deducts the portion of wages paid but disallowed as a deduction for federal tax purposes due to claiming the work opportunity credit on the federal return. These amounts are subtracted from federal AGI in the federal column on the Delaware return.
Delaware NOL carryforward
Use these fields to enter the amount of Delaware NOL available to carry forward to this year's return. Enter amounts as positive numbers. These amounts transfer to Form PIT-NON, Page 2.
Misc subtractions from AGI
Use the statement windows to enter the description and miscellaneous amounts that should be subtracted from federal and Delaware AGI. These amounts transfer to Form PIT-NON, Page 2.
Taxable SS or RR (Force)
Use these fields to force amounts different from the calculated amounts for taxable Social Security and Tier 1 and Tier 2 railroad benefits. UltraTax CS automatically calculates these amounts based on information entered on the federal 1099 and Inc screens. Select the checkbox on the federal 1099 screen to indicate Tier 2 railroad pensions. These amounts transfer to Form PIT-NON, Page 2.
Pension used for education
Use these fields to enter the amounts of pension distributions used for qualifying education expense. These amounts transfer to Form PIT-NON, Page 2.
529 Contributions (Force)
Use these fields to force amounts different from the calculated amounts for 529 Contributions to a Delaware-sponsored Tuition Program. UltraTax CS automatically calculates these amounts based on information entered on the federal 1099Q screen. These amounts transfer to Form PIT-NON, Page 2.
ABLE Contributions (Force)
Use these fields to force amounts different from the calculated amounts for qualified ABLE program contributions. UltraTax CS automatically calculates these amounts based on information entered on the federal 1099QA screen. These amounts transfer to Form PIT-NON, Page 2.
Age, disabled exclusion (Force)
Use these fields to force amounts different from the calculated taxpayer / spouse amounts for the exclusion of certain persons 60 and over or disabled. UltraTax CS automatically deducts the maximum amount based on taxpayer / spouse age, disability, and earned income entered in federal input screens. These amounts transfer to Form PIT-NON, Page 2.
Military spouse income exclusion
Use these fields to subtract income eligible for exclusion for a military spouse. The amounts transfer to Form PIT-NON, Page 2, federal column. Eligible income is not sourced to Delaware from the federal income screens.
Military wages (Force)
Use these fields to force amounts different from the calculated amounts for taxable military wages. UltraTax CS automatically calculates these amounts based on information entered in the federal W2 screen.
Adjustments to itemized deductions
Use this section to adjust itemized deduction amounts. If the return doesn't itemize, either calculated or forced, these adjustments don't transfer to Page 2 of the return. All fields in this section are force / preparer enterable zero.
Foreign taxes paid (Force)
Use these fields to force amounts different from the calculated taxpayer / spouse amounts for foreign taxes paid that were included on federal Form 1116. UltraTax CS automatically reports the amount of foreign taxes paid included on federal Form 1116. These amounts transfer to Form PIT-NON, Page 2, if applicable.
Charitable mileage (Force)
Use these fields to force amounts different from the calculated taxpayer / spouse amounts for charitable mileage. UltraTax CS automatically calculates the charitable mileage deductions based on information entered in the federal A screen. These amounts transfer to Form PIT-NON, Page 2, if applicable.
Charitable contributions claimed on Form PIT-CRS
Use these fields to enter the amount of charitable contributions claimed in federal itemized deductions for permanent gifts of land, or interest in land, to public agencies and qualified private non-profit charitable organizations and any investment in Neighborhood Assistance for which you claimed a tax credit on Form PIT-CRS. You must attach Form 1801 AC and the Division of Revenue approval letter to the return. These amounts transfer to Section D on Form PIT-NON, Page 2, if applicable.
AGI worksheet state amounts
Use these fields to enter the amount of charitable contributions claimed in federal itemized deductions for permanent gifts of land, or interest in land, to public agencies and qualified private nonprofit charitable organizations and any investment in Neighborhood Assistance for which a tax credit on Form PIT-CRS was claimed. Form 1801 AC and the Division of Revenue approval letter must be attached to the return. These amounts transfer to Section D on Form PIT-NON, Page 2, if applicable.
Schedule D (Force)
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amount columns of the Delaware AGI Worksheet for the Capital gain / loss line. UltraTax CS automatically calculates the in-state amounts of Capital gain / loss.
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These calculated amounts are based on the postal codes entered in UltraTax/1040 for Schedule D items. Returns with PAL and basis adjustments, and PAL and capital loss carryovers, should be reviewed for Schedule D, as well as Form 4797 in-state amounts.
Form 4797 (Force)
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amounts columns of the Delaware AGI Worksheet for the Other gain / loss line. UltraTax CS automatically calculates the in-state amounts for federal Form 4797, Part II.
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These calculated amounts are based on the postal codes entered in UltraTax/1040, Form 4797, Part II related items. Returns with PAL and basis adjustments should be reviewed for Form 4797 and Schedule D in-state amounts.
Schedule E (Force)
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amounts columns of the Delaware AGI Worksheet for the Rents, royalties line. UltraTax CS automatically calculates the in-state amounts for federal Schedule E.
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These calculated amounts are based on the postal codes entered in UltraTax/1040 for Schedule E items. Returns with PAL, basis, and at-risk adjustments should be reviewed for Schedule E in-state amounts.
Net operating loss carryover enter a positive number
For part-year and nonresident returns, use these fields only when completing the State Amounts columns of the Delaware AGI Worksheet for the Net operating loss carryover included in the Other income line.
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UltraTax CS defaults the amount of net operating loss carryover in the Federal Amounts column to the taxpayer when the federal filing status is married filing joint. The portion of the federal net operating loss carryover applicable to this state should be entered in the
Net operating loss carryover enter a positive number
taxpayer and spouse fields.