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Screen MDGen - Maryland General Information (1040)
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Overview
Use this screen to complete portions of forms 502, 502X, 505, and 505X.
General Information
Minimum Filing Level and Deduction Method: Federal gross income (Force)
Use this field to force an amount for federal gross income, which is used on the Maryland Minimum Filing Level Worksheet to determine if the taxpayer meets the minimum income requirements for filing. If this field is blank, the Maryland Minimum Filing Level Worksheet is calculated using the federal gross income amount that transfers from UltraTax/1040.
Minimum Filing Level and Deduction Method: Calculate return when Maryland gross income is less than minimum filing level (Force)
Use this field to force a tax liability to calculate on the Maryland return even when the client does not meet the minimum filing level required by the state. Using this option reduces any previously calculated refund.
Minimum Filing Level and Deduction Method: Standard or itemized deduction (Force)
Use this field to force the method of deduction used on Form 502 or 505. You must itemize on the federal return in order to force itemized deductions on the Maryland return. UltraTax CS automatically calculates the maximum deduction allowed.
Physical address if different from mailing address
In these fields, enter the physical Maryland address where the taxpayers lived as of December 31 or the last day of residence in the state. Non-residents enter the physical address where employed in Maryland as of December 31.
Authorize discussion with state taxing authority
Use this field to change the option indicated in federal Screen 1040. A global default is available for all new clients for both federal and state returns. To select this option, choose Setup > 1040 Individual > Federal tab > New Client Options button and from the drop-down list select Yes for the
Authorize discussion with taxing authority
checkbox.Receive Form 1099G income tax refund statement electronically
Enter
X
to indicate in the signature area on Page 4 of either Form 502 or Form 505 that the client wants to electronically receive Form 1099-G. Starting in early 2012, electronic Form 1099-G may be downloaded and printed from a secure website. On this website, clients may also request to receive Form 1099-G in paper form.Different tax periods or deductions claimed if both filers are nonmilitary and filing a joint return
Enter
X
to print "D" on Form 502, Page 1 in the Place an M or P field, and the text "Different tax periods" prints in the Part-Year Resident area for the following situations:- Any nonmilitary taxpayer and spouse using a part-year return where the filers with married filing joint status have different tax periods.
- Any nonmilitary taxpayer and spouse using a resident married filing joint return where filers each have different tax periods.
UltraTax CS automatically prints "D" on Form 502, Page 1 in the Place an M or P field in the Part-year Resident area for the following situation:
- If a return is married filing joint where one filer is a military nonresident with military income in Maryland and civilian spouse has any Maryland income and the civilian spouse resided in Maryland more than six months. Military Worksheets A and B calculate and print for any prorated deductions. Return type selected in File > Client Properties must be resident, and nonresident military wages must be entered on federal Screen W2 in box 14 using state use code38.Donly prints andMis not used in this situation.
- Married filing separate return where the taxpayer claims exemption(s) for the spouse including exemption(s) for being over 65 or blind.
Returns for multiple years filed at the same time
Enter
X
to print "333" on either Form 502, page 4 or Form 505, page 3. This exception code indicates taxpayer returns for multiple returns are being filed at the same time. This information aids the Maryland Comptroller in processing.Member of U.S. Armed Forces killed in action
Enter
X
to print 915 on Page 4 of either Form 502 or Form 505 to the right of the telephone number fields. This code indicates the deceased was a member of the U.S. Armed Forces killed in action and qualifies for an abatement of tax. See Administrative Release 1 for additional guidance.Military and support personnel serving in a combat zone
Enter
X
to print 912 on Page 4 of either Form 502 or Form 505 to the right of the telephone number fields. Maryland allows the same six-month extension for filing and paying personal income taxes for military and support personnel serving in a designated combat zone or qualified hazardous duty area and their spouses as allowed by the IRS. The extension also applies to individuals who serve in the combat zone in support of U.S. armed forces. More detailed information regarding combat zone service is available on the IRS website.General footnote
Entries in this statement dialog proforma from the prior year. The general footnote appears as a separate item in each collation. Information entered in this field does go into the electronic filing as a binary attachment.
Local Tax Computation
Local political subdivision where physical address is located for residents, or for nonresidents the locality of income based on county selected
Enter the county and local political subdivision in which the filer(s) reside for resident and part-year returns; for nonresident returns, this is the county where the filer(s) were employed at the end of the taxing period. If the city, town, or taxing area is not in the list, select
Not Listed
from the top of the drop-down list.note
Local tax does not calculate unless a county is entered for the taxpayer.
Baltimore City has special instructions; select
Baltimore City
in the Resident county or nonresident county where employed
field. When selected, "Baltimore City" prints on the return as the city but the county is blank.For electronic files rejected using rule Form 502-01005-010, select
Not Listed
in the Local political subdivision where physical address is located for residents, or for nonresidents the locality of income based on county selected
field so only the county political subdivision code is used on Form 502. The Comptroller is verifying the physical address is located in a local political subdivision; software vendors do not have access to this information.Health Insurance
Use these fields to answer questions regarding health insurance.
Contributions
Use these to enter contribution that appear on Forms 502, 502S, 505, 505X, and 515.