Screen IAExcl - Iowa Disability Income Exclusion (1040)

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Overview

Use this screen to enter information needed to complete Form IA 2440, Disability Income Exclusion. If information transferred from UltraTax/1040 does not require additional data or coding, UltraTax/1040-IA shows it on the form only, not in the input screen.

General Information

Use this section to enter the taxpayer and spouse’s disability income information needed to complete the Disability Income Exclusion and Statement of Permanent and Total Disability.
Physician’s information
Enter the name and address of the doctor signing the physician’s statement.
Employer’s name
Enter the name of the employer at the time disability occurred for the taxpayer or spouse.
Total amount of payments for less than a week or highest exclusion amount
If the taxpayer or spouse received disability payments for less than a week, enter either the amount the taxpayer or spouse received or the highest exclusion allowable for the period, whichever is smaller.

Part-year and Nonresident Disability Income Exclusion

Disability income exclusion
Enter the disability income exclusion allocable to the period of residence in Iowa for spouse and taxpayer.

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