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Screen MIGen - Michigan General Information (1040)

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Overview

Use this screen to complete Forms MI-1040, MI-1040CR or MI-1040CR-2, and MI-1040CR-7. If information transferred from UltraTax/1040 does not require additional data or coding, UltraTax/1040-MI shows it on the form only, not in the input screen. In addition, you can specify election statements to be attached to the Michigan tax return.

Return Information

UltraTax CS uses the information in this section to complete portions of Form MI-1040.
Special exemptions / ... / Qualified disabled veteran exemption
Use these fields to indicate if either filer qualifies for additional exemptions. Use the
State Use
 column in the
Dependent information
 statement dialog on federal 1040 Screen to indicate if any dependents qualify for these exemptions. Select state use code
2
 for the deaf, blind, disabled exemption; select state use code
24
 for the qualified disabled veteran exemption.
Authorize discussion with taxing authority
Use this field to change the option indicated in federal 1040 Screen. 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, and then New Client Options button and from the drop-down list, select Yes for the
Authorize discussion with taxing authority
 checkbox.
General footnote
The general footnote is a statement that may be printed and attached to the return for informational purposes. The general footnote appears as a separate item in each collation. This statement does not go into the electronic file; use the
Electronic file preparer note
 field on MIELF Screen.

Use Tax

Use this section to enter data or to calculate the amount of use tax due.
Or, calculate amount from use tax table
Use this field to calculate the Use Tax Table amount based on the AGI. The amount entered in the
Purchases up to $1,000 per purchase
 field multiplied by 6 percent (.06) or the amount from the Use Tax table is added to the amount calculated from the entry for
Purchases up to $1,000 per purchase
 multiplied by 6 percent (.06) for total use tax due on MI-1040.
Table 1 - Use Tax
Adjusted Gross Income*
Tax
$0 - $10,000
$4
$10,001 - $20,000
$12
$20,001 - $30,000
$20
$30,001 - $40,000
$28
$40,001 - $50,000
$36
$50,001 - $75,000
$50
$75,001 - $100,000
$70
Above $100,000
Multiply AGI by
0.08% (0.0008)
*AGI from MI-1040, line 10
Purchases exceeding $1,000 per purchase
The amount entered is added to the amount calculated from the Use Tax Table or the amount entered in the
Purchases up to $1000 per purchase
 field.

Contributions

Use this section to enter voluntary contributions to complete Form 4642.
Animal Welfare Fund / ... / United Way Fund
Enter
$5
,
$10
, or an amount greater than $10 in these fields to contribute to each fund on Form 4642. The contribution amount is added to the total tax due.

Form 1099 Information

Use this section to complete the information from Forms 1099 that have Michigan withholding.
Form 1099 Miscellaneous, interest, and dividend information
Items that have postal code
MI
 and have state withholding entered in the statement dialog for the
Other Income
 field in federal Income Screen and in the statement dialogs for the
Interest income
 and
Dividend income
 fields in federal B&D Screen transfer to the statement dialog attached to this field. Additional 1099 items can be added to the transferred items. Enter the payer's EIN for all 1099 miscellaneous items transferred or entered for reporting on the MI Schedule W.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual
  • State: Michigan

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