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Screen IDGen - Idaho General Information (1040)

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Overview

Use this screen to complete Forms 40, Idaho Individual Income Tax Return and Form 43, Idaho Part-Year Resident & Nonresident Income Tax Return. If information transferred from UltraTax/1040 doesn’t require additional data or coding, UltraTax/1040-ID shows the information 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.
If necessary, 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 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.
Accessing frequently asked questions
To view answers to common questions about calculations and data entry, select
Help
,
Additional Resources
,
Frequently Asked Questions
.

Return Information

Authorize discussion with state taxing authority
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 from the dropdown list, select
Yes
 for the
Authorize discussion with taxing authority
 checkbox.
Standard or itemized deduction (Force)
UltraTax CS calculates whether it would be more beneficial to use the standard deduction or the itemized deductions. Use this field to force the option if it's different from the calculated deduction.
Reduction of allowable federal mortgage interest or foreign tax credits (Force)
UltraTax CS calculates the disallowed portion of mortgage interest used to calculate federal Form 8396 when the federal return uses the itemized deduction method. This reduced portion of the mortgage interest on the federal Schedule A is added to the Idaho itemized deduction amount on the Idaho Itemized Deduction Worksheet, line 2.
If foreign taxes paid are used to calculate the foreign tax credit on federal Form 1116, the foreign taxes that could have been used on the federal Schedule A are added to the itemized deductions taken on the Idaho return and the Idaho Itemized Deduction Worksheet, line 2.
Use this field to change the amount of disallowed mortgage interest or foreign taxes used in the total itemized deduction on the Idaho return.
Receiving Idaho public assistance
Use this field when no permanent building fund should be assessed. When this field is used, UltraTax CS prints
X
 on the permanent building fund line of Forms 40 and 43.
Disabled veteran
Use this field when no permanent building fund should be assessed but the return is eligible for the grocery credit. When this field is used, UltraTax CS prints NRF on the permanent building fund line and prints the calculated grocery credit on Forms 40 and 43. The Idaho Minimum Filing Level Worksheet is now used to determine if a return should be filed for income purposes.
note
For the retirement exclusion for taxpayer or spouse who has a disability between the ages of 62-64, enter
X
 in
Statement permanent & total disability
 on the federal
Cr
 screen.
General footnote
Enter a footnote in the statement window. This is a schedule that may be printed and attached to the return for informational purposes. The general footnote appears as a separate item in each collation.

Minimum Filing Level Gross Income

Suppress Minimum Filing Level Worksheet
UltraTax CS automatically calculates the Idaho Minimum Filing Level Worksheet. To suppress this worksheet and let the Idaho return to calculate without regard to income level, select this field.
Other gross income or adjustments
UltraTax CS automatically calculates the Idaho Gross Income Worksheet. Use this statement window to enter earned or unearned income amounts that aren't reflected on the worksheet. Amounts entered here will be reported in the section(s) of the Gross Income Worksheet.

Use Tax

UltraTax CS uses the information in this section to complete portions of Forms 40 and 43.

Contributions

Nongame Wildlife / ... / Opportunity Scholarship Program Fund
Use these fields to enter the amount of voluntary contributions to be made to these funds. These amounts reduce any refund (including amounts available to be applied towards next year's estimates) or increase any balance due.
Donate grocery credit to the Cooperative Welfare Fund
Enter
X
 to make the election to donate the entire grocery credit to the Cooperative Welfare Fund. This election is irrevocable and may not be changed on an amended return. For part-year residents, the grocery credit is a nonrefundable credit. The nonrefundable portion of this credit donated to the Cooperative Welfare Fund doesn't proforma as a charitable contribution to federal A screen.

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