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Screen MASchD - Massachusetts Capital Gains and Losses (1040)
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Overview
Use this screen to complete Massachusetts Schedule D. If information transferred from UltraTax/1040 does not require additional data or coding, UltraTax/1040-MA shows it on the form only, not in the input screen.
General Information
Use this section to complete Schedule D.
Massachusetts capital gains
Information entered in the
Schedule D Capital Gains and Losses
statement in federal B&D and Broker Screens are transferred to the statement attached to this field. Use this statement to enter any Massachusetts basis differences. Add or delete items as necessary for the calculation of Massachusetts Schedule D.Capital gains differences description
Enter the explanation for any Massachusetts capital gains differences in this statement dialog.
Short-Term Capital Gains and Losses
Use this section to complete Schedule D.
Prior short-term unused losses
Enter the amount (as a negative) of prior short-term unused losses from previous years in this field.
Loss on sale, exchange, or involuntary conversion of property (Force)
Enter an amount different than the calculated value on Massachusetts Schedule B, line 17.
Interest and dividends income to report on Schedule B, Part 3 (Force)
Enter an amount different than the calculated amount for Massachusetts Schedule B, line 29.
Long-Term Capital Gains and Losses
Use this section to complete Schedule D.
5.05% capital loss carryover
Enter amounts (as a negative) of prior long-term unused losses from previous years.
Federal Schedule D Amounts
Use this section to complete Schedule D. Enter amounts in these fields to override the calculated amount. UltraTax CS uses the information from federal Schedule D and Form 4797 to calculate these amounts.
Long-Term Capital Gains on Installment Sale
Use this section to complete Schedule D-IS.
Massachusetts Schedule D-IS adjusted capital gains and losses
Enter amounts in these fields to override the calculated amount for Massachusetts adjusted gains and losses. UltraTax CS uses the information from federal Schedule D and Form 4797 to calculate these amounts.
Qualified small business stock gains
UltraTax CS calculates the taxable qualified small business capital gains when the state use code is entered in the
Schedule for detail
statement dialog on federal B&D and Broker Screens. Use this field to enter a different amount than what has been calculated.Long-term gain on installment sales held
UltraTax/1040-MA uses the tax laws that were in place on the date of the installment sale to determine the holding period and rate at which the installment payments should be taxed. Enter amounts in these fields to override the calculated amount and holding period for the installment payments.