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Screens

Screen MNGen - Minnesota General Information (1040)

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Overview

Use this screen to complete Form M1. If information transferred from UltraTax/1040 does not require additional data or coding, UltraTax/1040-MN shows it on the form only, not in the input screen.

Miscellaneous

Authorize discussion with state taxing authority
Use this field to change the option indicated in the 1040 federal screen. A global default is available for all new clients for both federal and state returns. Select
Setup
 then
1040 Individual
. Select
New Client Options
 from the
Federal
 tab then select
Yes
 from the dropdown for
Authorize discussion with state taxing authority
.
Minnesota gross income before deductions or expenses is less than $14,575
Is Minnesota gross income less than $14,575? When
1
 (Yes) is selected, the return is being filed to claim a refund only.
  • For resident returns
    , UltraTax/1040-MN transfers
    0
     (zero) to the Minnesota taxable income line on Form M1 to calculate the refund of taxes already paid. When the total taxable income is not equal to the federal taxable income plus additions less subtractions, the returns are not eligible for filing electronically.
  • For part-year and nonresident returns
    , UltraTax/1040-MN transfers
    0
     (zero) to the M1NR line 25 percentage field. Part-year and nonresident returns may be filed electronically.
Standard or itemized deduction (Force)
Use this field to force the use of the either the standard or itemized deduction on the return.
Indicate filing based on reciprocal agreement with: Michigan / North Dakota
Enter
X
 if the taxpayer is a full year resident of Michigan or North Dakota and the only source of Minnesota income is wages covered under reciprocity from which Minnesota income tax was withheld. An
X
 in either field transfers to Schedule M1M; UltraTax/1040-MN completes only Form M1, and Schedules M1M and M1W. Be sure to complete Form MWR, available in the Noncalculating folder, if required.
Welfare amounts received / Additional income items
Welfare amounts received and additional income items not reported as income on Form M1 are included in various credit forms as household income. In the statement dialog attached to the
Additional income items
 field, enter any additional income items that must be included on credit forms that require household information. UltraTax/1040-MN automatically includes the required income additions for pension payments, nontaxable interest, passive losses, capital losses, net operating loss carryovers, Form 4972 ordinary income, forgiveness of debt excluded from income, and other employee benefits entered on Form W-2 in the W2 federal screen.
note
The definition of household income for Schedule M1PR differs from the definition for other forms in Minnesota. The nontaxable IRA (Roth and traditional) income is included on Schedule M1PR. That amount is not displayed in this statement dialog. Use the MNPR screen to adjust the amount for Schedule M1PR.
General footnote
Entries in this statement dialog proforma from the prior year. The general footnote appears as a separate item in each collation. This statement may be printed and attached to the return for informational purposes. And entry in this field is included in electronically filed returns.

Contributions

State campaign fund / Display state campaign fund selection on Form M1PR
If the taxpayer or spouse chooses to designate $5 of state money to help candidates for state offices pay campaign expenses, enter the code for the party chosen. This does not change the balance due or refund on the return. By default, this information is included on Form M1. To include the information on Form M1PR instead, enter
X
 in the
Enter campaign contributions on Form M1PR
 field.
Nongame Wildlife Fund
Use this field to enter the amount of contribution the taxpayer would like to make to the Nongame Wildlife Fund. The entry transfers to Form M1 and decreases the refund or increases the balance due on the return.

This article applies to:

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

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