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Screen IDSTCr - Idaho Credit for Taxes Paid to Other States (1040)

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Overview

Use this screen to complete the Credit for Income Taxes Paid to Another State section on Form 39. If you're processing a multiple-state return, process the nonresident state(s) first, followed by the resident state. UltraTax/1040-ID transfers information from the nonresident return(s) to the resident return to complete the credit for taxes paid to other states.
If UltraTax CS is used to calculate another state’s return and it generates a credit for taxes paid to another state, UltraTax/1040-ID automatically includes a copy of that return. When filing on paper, a paper copy prints. When filing electronically, a portable document format (PDF) of the nonresident return is attached.

State Income and Tax Information

State postal code / State name
If you're filing a nonresident return using UltraTax CS, UltraTax/1040-ID automatically completes
State postal code
 and
State name
 for the resident return. If you're preparing a nonresident return without using UltraTax CS, enter the state postal code, and UltraTax/1040-ID completes
State name
.
State adjusted gross income
If you're completing a nonresident return using UltraTax CS, UltraTax/1040-ID automatically completes
State adjusted gross income
 for the resident state return. Use the
Force
 field to enter the state adjusted gross income amount if it's different from the calculated amount. If you're preparing a nonresident return without using UltraTax CS and you'd like to claim this credit, enter the adjusted gross income from that state’s return in the
Force
 field.
Tax paid to other state
If you're completing a nonresident return, UltraTax/1040-ID automatically completes the
Tax paid to other state
 field for the resident state return. Use the
Force
 field to enter the tax paid to another state amount if different from the calculated amount. If you're preparing a nonresident return without using UltraTax CS for which you'd like to claim this credit, enter the tax from that state’s return in the
Force
 field.
Income taxed by other state also reported as part of a pass through composite or group return
Generally, Form 39NR, Part D, line 3 uses Form 43, line 31, Column B, Idaho adjusted total income, if the double-taxed income is reported on an individual income tax return in the other state. Enter
X
 if the double-taxed income was reported to the other state and taxed as part of an S Corporation or partnership composite return, or group return. The amount of federal adjusted gross income from Form 43, line 28, Column A is used on Form 39NR, Part D, line 3 instead.

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