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Screen IAGen - Iowa General information (1040)
Show all hidden content.
Overview
Use this screen to help complete Form IA 1040 and indicate voluntary contributions. If information transferred from UltraTax/1040 doesn’t require additional data or coding, UltraTax/1040-IA 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.
If necessary, you can overrule the transferred amount by entering the appropriate amount in the field. The application then displays the new amount in black.
note
- When you overrule a transferred amount, the application doesn’t overwrite 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 make sure the accuracy of the overruled amount, right-click the field and select Acknowledge overruled data. The application then disables the acknowledge functionality from the right-click menu. To restore the original amount later, you will need to enter it manually.If desired, 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. For additional information, see the Statements overview.
Accessing frequently asked questions
To view answers to common questions about calculations and data entry issues, select Help, Additional Resources, and then Frequently Asked Questions. For details, see Accessing frequently asked questions (FAQs).
Return information
County of residence as of December 31,
Select the county of residence from the dropdown list. The
Name
field is automatically updated based on the code selected. UltraTax CS automatically enters the appropriate code on the IA Form 1040 for nonresident and part-year residents that moved out of Iowa. Part-year residents as of December 31 (no data entry in Moved out of Iowa
field in the IANRPY Screen) should enter a County code here.School district
Select the school district from the fieldview. School districts shown in the fieldview are based on the county code entered in the
County of residence as of December 31,
field. The Name
field is automatically updated based on the code selected. UltraTax CS automatically enters the appropriate code on the IA Form 1040 for nonresident and part-year residents that moved out of Iowa. Part-year residents as of December 31 (no data entry in Moved out of Iowa
field in the IANRPY Screen) should enter a school district code in this field.School district surcharge (Force)
UltraTax CS uses the percentage entered in this field to override the surcharge percentage listed in the fieldview for the school district selected. The result of the new calculation transfers to Form IA 1040, Page 2, School District Surtax / Emergency Medical Surtax line.
Data entry in this field will be ignored for part-year residents who have moved out of Iowa.
General footnote
If desired, enter a footnote in the statement window. This is a statement that may be printed and attached to the return for informational purposes. The general footnote appears as a separate item in each collation.
Contributions
Use this section to enter contribution amounts to be included on Form IA 1040.
Third party designee
Information you enter in this section fills out the IA 1040 third party designee section instead of information entered on the federal
Contact
screen or the selected preparer information when you select Allow 3rd party designee to discuss with IRS
on the federal 1040
screen.