Screen GAGen - Georgia General Information (1040)

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Overview

Use this screen to complete Form 500 and Form 500X. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-GA only shows the information on the form and not on the input screen.
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, for example: Field showing 15,000 in blue.
If you need to, you can replace the transferred amount by entering it in the field. The application then displays the new amount in black.
note
  • When you overrule 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 choose Delete overrule, or enter the original amount in the field.
  • To confirm the accuracy of the replaced 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 need to enter it manually.
  • You can set a user preference to select 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, then Additional Resources, then Frequently Asked Questions. For details, see Accessing frequently asked questions (FAQs).

General Information

UltraTax CS uses the information in this section to complete portions of Form 500 and Form 500X.
First time filer not allowed to direct deposit
Use this field to stop direct deposit for first-time filers in Georgia.
General footnote
Entries in this statement proformas from the prior year. The general footnote appears as a separate item in each collation. You can print and attach this statement to the return for informational purposes.
A PDF of the contents of the footnote will be created and attached to the e-filed return.

Contributions

Enter the amount to be contributed to the available Georgia funds. Amounts entered will decrease the refund or increase the amount due. Contributions will proforma to the next year's federal A screen, Charitable Contributions section.

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