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Screen GANRPY - Georgia Part-year Resident and Nonresident Data (1040)

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Overview

Use this screen to provide part-year and nonresident information for completing Georgia Schedule 3.
note
This screen appears only if you specify that the state return is a part-year or nonresident return. To do so, select
File
, then
Client Properties
, then the
Georgia
 tab and make sure you select the applicable part-year resident or nonresident checkbox.

Residency Information

Use this section to complete dates of residency and indicate other states where income was earned.

AGI Worksheet State Amounts

UltraTax CS uses information in this section to calculate income amounts from entries on the federal screens, based on the designated postal code.
Schedule D (Force)
Use these fields to enter an amount different from the calculated amount in the State Amount columns of the Georgia AGI Worksheet for the Capital gain / loss line. UltraTax CS automatically calculates the in-state amounts of Capital gain / loss.
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)
Use these fields to enter an amount different from the calculated amount in the State Amounts columns of the Georgia AGI Worksheet for the Other gain / loss line. UltraTax CS automatically calculates the in-state amounts for federal Form 4797, Part II.
These calculated amounts are based on the postal codes entered in UltraTax/1040 for Form 4797, Part II items. Returns with PAL and basis adjustments should be reviewed for Form 4797 and Schedule D in-state amounts.
Schedule E (Force)
Use these fields to enter an amount different from the calculated amount in the State Amounts columns of the Georgia AGI Worksheet for the Rents, royalties line. UltraTax CS automatically calculates the in-state amounts for federal Schedule E.
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 as a positive number)
Use these fields only when completing the State Amounts columns of the Georgia AGI Worksheet for the Net operating loss carryover included in the Other income line.
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
 taxpayer and spouse fields.

Income Adjustments

Military spouse income exclusion
Use these fields to adjust earned income due to the Military Spouses Residency Relief Act. The amount transfers to Schedule 3, Part-Year Nonresident, Column C.
Retirement income does not qualify for exclusion under IRC Title 4, Section 114
Select taxpayer or spouse when filing as nonresident due to dual residency status, and retirement income entered on federal Screen 1099R does not qualify for exclusion.
Georgia net operating loss from prior years
Use this field to enter the prior year Georgia NOL to be subtracted on Schedule 1.

Part-year Itemized or Standard Deduction

Georgia's Itemized Deduction
Enter the amount of of itemized deductions relating to the Georgia income on the part-year return.
Itemized/Standard deductions
The Georgia Schedule 3 Part-year Deduction/Exemption Calculation worksheet calculates the deduction option on a part-year return that creates the lowest tax. Use these fields to force the calculation to a different option. This will affect the amount of standard deduction, itemized deduction, and the exemption amount reported on the return.

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