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Screens

Screen HICU - Hawaii Civil Union (1040)

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Overview

Use this screen when the taxpayer is a member of a Civil Union recognized by Hawaii. Information in this screen is based on data entered in the
File
,
Client Properties
, then
Advanced Properties
 tab.
note
This screen is only active when you setup a new Domestic Partner return. To create a new Domestic Partner return:
  1. Go to
    File
    , then
    Client Properties
    .
  2. Select
    1040 Individual
    , then
    Domestic Partner
     from the dropdown.
  3. Select
    Advanced Properties
    , then the
    Domestic Partners
     tab.
  4. Select your Taxpayer and Spouse clients from the list.

General Information

Suppress this Hawaii return
Enter
X
 to suppress this Hawaii return from calculating and printing because the taxpayer is a member of a Civil Union, and filing a joint Hawaii on a different Hawaii client with a partner. If this field is marked, information from this client won't proforma. This field can't be filled in on a joint return.
Proforma carryover information from Civil Union return
This field is informational only. When this isn't the Civil Union client, this field displays the client ID from the current year Civil Union client that will proforma information to this client in
2025
.
The information that proformas is the state return information that's needed in the federal return next year and at-risk, passive activity, basis and Section 179 carryover information.

Proforma Information

UltraTax/1040-HI doesn't allocate amounts between the taxpayer and spouse to proforma to the federal returns next year. Enter the amounts to proforma to next year. UltraTax/1040-HI displays this information on the HI Civil Union Report.
Client ID
UltraTax CS automatically displays the client IDs of the original clients combined into a Domestic Partner type return in
File
, then
Client Properties
.
Tax paid with return
Information entered in these fields will proforma to the
Paid with '21 return
 field in next year's federal
St Pmt
 screen. The amount due on the tax return may need to be adjusted to exclude payments other than tax such as voluntary contributions, interest, and penalties from the balance due on the return.
Overpayment
Information entered in these fields will proforma next year to the
Refund Amount
 column in the
State / local income tax refunds
 statement window in the federal
Refunds
 screen, when the separately filed federal return itemized deductions, and included an income tax deduction on Schedule A, line 5. The total overpayment on the tax return may need to be adjusted to exclude payments other than tax, such as voluntary contributions, interest, and penalties from the refund on the return.
Total payments
Information entered in these fields will proforma next year to the
Amount Allocated to Tax Paid in the Following Year
 column of the
State / local income tax refunds
 statement window in the
Refunds
 screen. Include all withholding, estimate, extension, and other payments on the return. Don't include the balance due paid with the return.
Payments made in
2026
 for
2025
 return
Information entered in these fields will proforma to next year's federal
A
 screen in the
'
2025
 income taxes paid in '
2026
 statement window. Don't include the balance paid with the return or the extension payments made in
2026
 for the
2025
 return. This amount proformas with the description "
2025
 Estimates Paid in
2026
" and postal code
HI
. This amount is also used in the calculation of the amount of refund allocated to tax paid in the following year in the
Refunds
 screen.
Extension payment
Information entered in these fields will proforma to next year's federal
A
 screen in the
'
2025
 Income taxes paid in '
2026
 statement window. This amount proformas with the description "
2025
 HI extension payment" and postal code
HI
. This amount is also used in the calculation of the amount of refund allocated to tax paid in the following year in the
Refunds
 screen.
Overpayment applied to
2026
 estimates
Information entered in these fields will proforma to the
2025
 overpayment applied
 field in next year's federal
St Pmt
 screen.
Schedule A cash contributions
Information entered in these fields will proforma to the
Cash or check
 statement window in next year's federal
A
 screen. The amount designated to be a charitable contribution on the Hawaii return proformas with the description "Contributions w/ '
2025
 HI rtn" and postal code
HI
.
Calculate estimates
Information entered in these fields will proforma to the
Calculated amount
 fields in next year's federal
St Pmt
 screen. Enter the calculated estimate amounts from the Hawaii Estimated Tax Worksheet.

This article applies to:

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

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