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Screen MINRPY - Michigan Part-year Resident and Nonresident Data (1040)

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Overview

Use this screen to complete nonresident and part-year resident information for the Schedule NR and Form MI-1040.
note
This screen appears only if you mark the state return as a part-year or nonresident return. To do so, choose File, Client Properties, and then Michigan tab and verify the applicable part-year resident or nonresident option is selected.

General Information

Use this section to enter taxpayer and residency information used to complete Schedule NR for part-year residents and nonresidents.
Residency of spouse when different than taxpayer
On a joint return, enter the residency status of the spouse only if it differs from that of the taxpayer. For taxpayer residency status, choose File, Client Properties, and then Michigan.
Qualifies for Michigan earned income tax credit
Enter
X
 if a part-year resident or nonresident and filer qualifies to take the Michigan earned income tax credit. Nonresidents are not eligible when Form MI-1040, line 16 is zero.
Military spouse wage exclusion
Enter the amount of spouse wages that are eligible to be excluded from income due to the Military Spouses Residency Relief Act. This amount transfers to Schedule NR, line 5, column C, Other States Income.

Reciprocal State Information

Use this section to calculate the other state tax credit for states with reciprocity agreements.
Resident of a reciprocal state any time during
UltraTax CS automatically marks this field when MI is attached and is marked as a nonresident, has wages coded to MI, and has a resident state of IL, IN, KY, MN, OH, or WI attached.
Instate Michigan taxable wages for nonreciprocal state (Force)
UltraTax CS automatically ignores wages earned in the nonresident return when a resident state and a nonresident state that have a reciprocal agreement is attached to the client. Use these fields to enter an amount different from the calculated amount.

AGI Worksheet State Amounts

Use this section to enter amounts necessary to complete Schedule NR. In addition to the information entered in this section, UltraTax CS also uses the following amounts to complete any federal amounts that transfer to Schedule NR, Step 3, columns A and B from the Michigan Apportioned AGI Worksheet.
Schedule D (Force)
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amount columns of the Michigan AGI Worksheet for the Capital gain / loss line. UltraTax CS automatically calculates the in-state amounts of Capital gain / loss. These calculated amounts are based on the postal codes entered in UltraTax/1040 for Schedule D related items. Returns with PAL and basis adjustments, and PAL and capital loss carryovers should be reviewed for Schedule D as well as Form 4797 in-state amounts.
Form 4797 (Force)
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amounts columns of the Michigan AGI Worksheet for the Other gain / loss line. UltraTax CS automatically calculates the in-state amounts for federal Form 4797, Part II. These calculated amounts are based on the postal codes entered in UltraTax/1040 for Form 4797, Part II related items. Returns with PAL and basis adjustments should be reviewed for Form 4797 and Schedule D in-state amounts.
Schedule E (Force)
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amounts columns of the Michigan AGI Worksheet for the Rents, royalties line. UltraTax CS automatically calculates the in-state amounts for federal Schedule E. These calculated amounts are based on the postal codes entered in UltraTax/1040 for Schedule E related items. Returns with PAL, basis, and at-risk adjustments should be reviewed for Schedule E in-state amounts.
Net operating loss carryover
For part-year and nonresident returns, use these fields only when completing the State Amounts columns of the Michigan Adjusted Gross Income Worksheet for the Net operating loss carryover included in the Other income line. UltraTax CS defaults the amount of net operating loss carryover in the Federal Amounts column to the taxpayer when the federal filing status is married filing joint. The portion of the federal net operating loss carryover applicable to this state should be entered in the
Net operating loss carryover
 taxpayer and spouse fields. Amounts entered are used on Schedule 1 as the portion added to adjusted gross income and Schedule NR as the portion sourced to Michigan.

This article applies to:

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

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