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Screen HIGen - Hawaii General Information (1040)

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Overview

Use this screen to complete Form N-11 or N-15. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-HI shows it on the form only, not in 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: .
You can overrule the transferred amount by entering the amount 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 overruled 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 verify the accuracy of the overruled amount, right-click the field and select
    Acknowledge overruled data
    . The application then turns off 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 mark 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.
Accessing frequently asked questions
To view answers to common questions about calculations and data entry issues, select
Help
,
Additional Resources
, then
Frequently Asked Questions
.

General Information

Use this section to complete portions of Form N-11 or N-15.
First time filer
Mark this checkbox to indicate the taxpayer is filing their first Hawaii return. This marks the First Time Filer box on the following Forms: N-11 Individual Income Tax Return, N-15 Individual Income Tax Return Nonresident and Part-year Resident, N-200V Individual Income Tax Payment Voucher, N-200V Individual Estimate Income Tax Vouchers, and N-200V Individual Application for Automatic Extension Voucher.
Spouse is a qualified dependent for married filing separate status (Force)
Use this field to indicate if you can claim your spouse as a dependent on your tax return.
Refer to Form N-11 or Form N-15 instructions for a qualified dependent definition.
Standard or itemized deduction (Force)
Use this field to force the deduction from Hawaii adjusted gross income. Enter
1
 to use the standard deduction or
2
 to use itemized deductions. If no entry is made, UltraTax CS defaults to reducing the Hawaii AGI by the highest calculated deduction. If federal uses standard deduction, however the Hawaii itemized deduction is higher, UltraTax CS will default to using itemized deduction for Hawaii purpose. If federal uses itemized deduction, and the Hawaii standard deduction is higher, UltraTax CS will default to using standard deduction for Hawaii purpose. If a Nonresident Alien form is filed federally, itemized deductions are always used.
Special disability exemption: Personal or disabled exemptions (Force)
Use this field to change the type of exemption claimed. UltraTax CS calculates the optimal exemption if this field isn't marked.
Special disability exemption: Person with qualifying disability
Use this field to indicate that the taxpayer and/or spouse is blind, deaf, or has total disability, and that the impairment has been certified. Enter
T
 for taxpayer,
S
 for spouse, or
B
 for both. UltraTax CS calculates the optimal disability exemption and the additional exemptions for children, other dependents, and for being 65 or older.
Authorize discussion with paid preparer or third party designee / Designee's identification number
Use this field to change the option indicated in the federal
1040
 screen. A global default is available for all new clients for both federal and state returns. Select
Setup
,
1040 Individual
,
Federal
 tab,
New Client Options
, and select
Yes
 from the
Authorize discussion with taxing authority
 dropdown list.
If the designee is other than the preparer of the return enter their social security number, employer identification number, or IRS issued PTIN number. Enter the name and phone number of the designee on the federal
Contact
 screen.
General footnote
Entries in this statement window proforma from the prior year. The general footnote appears as a separate item in each collation. This statement may be printed and attached to the return for informational purposes.

Contributions

Use this section to complete portions of Form N-11 or N-15.

Gross Receipts

Use this section to force amounts on Form N-11, Page 4. Amounts entered in these fields don't change any calculated amounts in the return.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual
  • State: Hawaii

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