Screen MARNR - Massachusetts Source Income for Nonresidents (1040)

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Overview

Use this screen to complete Schedule R/NR, Resident / Nonresident Worksheet, for individuals filing as both a nonresident and part-year resident.
Use the MAPYNR, MAAdj, and MASchD Screens to make adjustments to income.

Resident/Nonresident Worksheet

Use this section to indicate the amounts on Form 1-NR/PY from part-year and nonresident income from Schedule R/NR, Resident/Nonresident Worksheet.
Filing as a part-year resident with Massachusetts source income during nonresident period
Mark this checkbox to change the residency status on Form 1 NR/PY to filing as both a nonresident and part-year resident.
Total Amount As Modified (Force)
UltraTax CS calculates the total income and exemption adjustments used on the federal and Massachusetts returns. Enter amounts in these fields if the total income or exemption adjustments as modified for Massachusetts are different from the calculated amounts.
Resident Amounts (Force)
All income and deductions that have a postal code of
MA
default to
Massachusetts Resident Amounts
columns. Use these fields to force the Massachusetts amounts earned, deductions, and exemption adjustments applicable to part-year residency period in these fields.
Nonresident Amts
Enter the Massachusetts amounts earned, deductions, and exemption adjustments applicable to nonresident residency period in these fields.
note
Data entered in MAPYNR Screen for the Nonresident Worksheet to apportion wages, business, farm, Schedule E, or other income, the application calculates resident and nonresident amounts for Schedule R/NR.
Interest and dividends
Adjust Massachusetts Schedule B amounts on MAAdj Screen.
Certain capital gains
Enter capital gains only.
Schedule D Capital Gains
Adjust Massachusetts Schedule D amounts on MASchD Screen.
Section A - Social security, Medicare, etc - taxpayer / spouse
These amounts are for display only. The total taxpayer and spouse deductions to report on Schedule R/NR, lines 15a and 15b, column C, are determined by the Massachusetts Social Security Tax Deduction Worksheet.
Self-employed health insurance deduction
User MAPYNR Screen to force total health insurance deduction.

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