Screen IAAdj - Iowa Adjustments to Income (1040)

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Use this screen to complete Form IA 1040 and Schedule IA 126, and to enter income and adjustments. If information transferred from UltraTax CS doesn't require additional data or coding, UltraTax/1040-IA shows it on the form only, not in the input screen.

Modifications to Federal Total Income

Other income
Use the statement dialog to enter adjustments that increase income. Choose from the list of adjustments in the fieldview attached to the
Code
field. UltraTax CS uses the amount entered to complete the Other income line of Form IA 1040.

Modifications to Federal Taxable Income

Other adjustments
Use the statement dialog to enter adjustments that decrease income. The available adjustments are listed in the fieldview. UltraTax CS uses amounts entered to complete the Adjustments section of Form IA 1040 and Schedule IA 126.
Pension exclusion: Disabled
Use this field to indicate that the taxpayer and/or spouse are disabled. UltraTax CS uses this information, in conjunction with the date of birth of the taxpayer and spouse, to calculate the pension exclusion amount that transfers to Form IA 1040 and Schedule IA 126, Pension / Retirement Income Exclusion. UltraTax CS includes adjustment amounts for Other Adjustments entered on the federal screens. Enter additional items in this field if not included in the federal entries.
Pension exclusion: Surviving spouse of disabled or over age 55 taxpayer
If the taxpayer does not otherwise qualify for the pension exclusion by age or due to disability, but is the surviving spouse of a disabled or over 55-year-old taxpayer, enter
1
. If this field is blank, UltraTax CS assumes disqualification.
Add'l health insurance premium
Use these fields to enter health insurance premiums paid other than those entered elsewhere.

Nonconformity Adjustments

Enter Iowa nonconformity adjustments to federal law for the IA 101.

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