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Screen ILSTCr - Illinois Credit for Taxes Paid to Other States (1040)
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Overview
Use this screen to complete Schedule CR. If information transferred from UltraTax/1040 does not require additional data or coding, UltraTax/1040-IL shows it on the form only, not in the input screen.
State Income Information
Use this section to complete Schedule CR. UltraTax CS calculates the other state credit based on Illinois Publication 111. Select the Tax Subject Matter icon and choose Web Form Instructions, Publication 111 to review through UltraTax CS. Complete one unit of the input screen for each state to which taxes were paid. If you are using UltraTax CS to file a nonresident multiple-state return, process the nonresident state(s) followed by the resident state. To complete the credit for taxes paid to other states, UltraTax/1040-IL transfers information from the nonresident return(s) to your resident return.
Illinois has reciprocity agreements with Iowa, Kentucky, Michigan, and Wisconsin. UltraTax/1040-IL does transfer information from states with reciprocity agreements with Illinois.
UltraTax/1040-IL automatically prints copies of state returns if you are using UltraTax CS to file a nonresident return for which the credit for taxes paid to other states has been calculated.
Postal code / jurisdiction name
If you are using UltraTax CS to file a nonresident return, UltraTax/1040-IL automatically completes the
Postal code
/ jurisdiction name
fields for the Illinois resident return. If you are preparing a nonresident return not using UltraTax CS, enter the state postal code, and UltraTax/1040-IL completes the jurisdiction name
field.Wages /... / Other adjustments
If you are using UltraTax CS to complete a nonresident return, UltraTax/1040-IL automatically completes these fields for your Illinois resident state return when applicable. Use the
Force
column to enter these amounts if the amounts are different from the calculated amounts. If you are not using UltraTax CS to file a return for which you would like to claim this credit, enter these amounts from that state's return in the Force
column.Unemployment compensation
Enter unemployment compensation received from any state other than Illinois. UltraTax CS does not automatically calculate amounts of unemployment compensation from other states.
Other income
Illinois Department of Revenue specifically allows these other income items from the federal 1040 other income to be credited when double taxed. Use the force field in the ILSTCr Screen for other income to include these. Write the total amount of income that you received from:
- a business net operating loss (NOL) from an earlier year that is being carried forward. If your loss was derived:
- from a partnership or an S Corporation, complete the Partnership and S Corporation Worksheet on Page 8 to calculate the amount to include.
- from a business you conducted entirely within Illinois, do not include this amount.
- from a business you conducted inside and outside Illinois, figure the non-Illinois portion on the IAF Worksheet, Page 8, and include the amount from line 5 of the worksheet.
- a recovery or reimbursement for a deduction claimed in a prior year to the extent that the deduction was allocated to other states.
The Illinois Department of Revenue provides this guidance on
gambling income
from other states: Gambling income reported on line 21 of the federal Form 1040 would be reported on line 15, Column A, of the Schedule CR. However, as nonbusiness income, none of that income would be included in Column B because Illinois law allocates all nonbusiness gambling income to the state of residency
.Federally tax-exempt interest income / ... / Other subtractions
UltraTax CS uses these fields to adjust the other state's adjusted gross income for additions or subtractions allowed under Illinois law to arrive at comparable Illinois base income that has been double-taxed by the other state. If you are completing an Illinois part-year resident return or have manually prepared a nonresident return for which you would like to claim this credit, enter the applicable additions or subtractions from that state's return in the
Force
column.State Tax Information
Tax paid to other state
If you have completed a nonresident return using UltraTax CS, UltraTax/1040-IL automatically completes the
Tax paid to other state
field for your Illinois full-year resident return. Use the Force
column to enter the tax paid to another state amount if it is different from the calculated amount. If you are completing an Illinois part-year resident return or have manually prepared a nonresident return for which you would like to claim this credit, enter the tax paid from that state's return in the Force
column.Income tax paid by an entity
The field
Income tax paid by an entity
is used to increase the other states's tax paid for the following states: AZ, CA, MO, MS, and UT. Use the Force
column to enter an entity amount if it is different from the calculated amount. The states listed treat the pass-through entity tax credit as a nonrefundable credit. In this situation, the field Tax paid to other state-Calculated
is reduced by the nonrefundable credit from the nonresident return. Illinois allows the Pass-Through Entity Tax Credit to be included in the amount of income tax paid to other states on Schedule CR. See the State Reference Chart for a list of states IDOR has determined have a tax substantially similar to the tax imposed under Section 201(p) of the IITA found in the Schedule CR instructions.Additional tax / Tax credits
UltraTax CS uses these fields to adjust other state's tax paid for additional tax items and tax credits to arrive at the Tax Paid to the other State per Publication 111. Use the
Force
column to enter these amounts if different from the calculated amounts.City Income and Tax information
Use this section to enter city taxes paid for cities within the jurisdiction indicated in the
Postal code / jurisdiction name
fields. Up to two cities can be entered for a single jurisdiction.City name
If you are processing a nonresident Missouri return with Kansas City or St. Louis returns, UltraTax CS automatically enters the city name in this field. If you have prepared cities other than Kansas City or St. Louis in UltraTax CS, or if you have manually prepared a city return, enter the city name in this field.
Base income taxed by city
If you are processing a nonresident Missouri with Kansas City or St. Louis returns, UltraTax CS automatically enters the double-taxed base income amount in this field. If you have prepared cities other than Kansas City or St. Louis in UltraTax CS, or if you have manually prepared a city return, enter the double-taxed income base in this field.
Tax paid to city
If you are processing a nonresident Missouri with Kansas City or St. Louis returns, UltraTax CS automatically enters the tax paid amount in this field. If you have prepared city returns other than Kansas City or St. Louis in UltraTax CS, or if you manually prepared a city return, enter the tax paid amount in the
Force
column.