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Screen NJGen - New Jersey General Information (1040)

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Miscellaneous

UltraTax CS uses the information in this section to complete header, use tax and contribution information for Forms NJ-1040, NJ-1040NR, and NJ-1040X.
Authorize discussion with taxing authority if different from the federal 1040 screen
Use this field to change the option indicated in the federal 1040 screen. Global default available for new clients for both federal and state returns. To select this option, select
Setup
,
1040 Individual
, the
Federal
 tab,
New Client Options
, and from the dropdown list select
Yes
 for the
Authorize discussion with taxing authority
 checkbox.
Do not mail
2026
 state tax booklet
This is for part-year and resident New Jersey returns only. If the taxpayer doesn't want to receive a tax booklet and forms next year, enter
X
 in the checkbox. If the checkbox is blank, then a tax booklet and forms are mailed to the taxpayer next year.
General footnote
If desired, enter a footnote in the statement window. This is a statement that may be printed and attached to the return for informational purposes, e-filed returns attach the General footnote as a PDF. The general footnote appears as a separate item in each collation.

Exemptions and Health Insurance

Use this section to enter information regarding dependents and exemptions.
Dependent detail and
2026
 health insurance detail
Information in the Dependent detail statement is transferred from the federal dependent information. It's used to complete dependent exemptions and health insurance coverage information for
2026
.
College exemption for students under age 22 (Force)
College exemptions are entered using the federal 1040 screen
Dependent information
 statement and using state use code
1
. If another state use code is required, then use the
Force
 field to enter the total exemptions for this return. Using the state use code at the federal level will allow the data to proforma from year to year.
2025
 Shared responsibility payment
Use the
Detail of individual health care coverage or exemption
 statement to enter tax family member detail when the entire tax family doesn't have insurance for the entire year. This statement is used to complete the Schedule NJ-HCC Health Care Coverage and the New Jersey Worksheet L1 and L2.
  • All taxpayers other than a "dependent of another" must complete either the
    All members of tax household had minimal essential health coverage for
    2025
     field or enter data in the
    Detail of individual health care coverage or exemption
     statement.
  • If tax family members don't all have coverage for the entered year, select each family member on the
    Detail of individual health care coverage or exemption
     statement.
  • If tax family members don't have insurance, then select the family member and leave all boxes blank. You must select the family member so that the name appears on the Schedule NJ-HCC.
  • If taxpayer has an exemption for part of a year and no insurance for the other part of the year, mark the Part Year Ins column so the penalty calculates for the remainder of the year.
  • Only dependents enter gross income and exempt income in the statement. These amounts add to the gross income from the return on Worksheet L if a penalty is calculated.
  • For each family member, you must account for all months with insurance or exemption so that the boxes on Schedule HCC will be marked. Months not marked will be used to calculate a penalty.
  • Even if you are forcing the penalty, you'll need to use the statement to complete Schedule NJ-HCC.

Veteran's Exemptions

DD-214 Discharge papers previously submitted to the state
Prior to first claiming a veteran's exemption, the DD-214 discharge papers must be transmitted to the state with a Veteran Exemption Submission Form. Data will proforma after the 1st year.

Use Tax

Use this section to complete the New Jersey Use Tax Calculation Worksheet.
Calculate use tax using estimated use tax chart
Mark this checkbox if you want to estimate the Use tax based on gross income. UltraTax CS defaults to the amounts entered in the
Use tax due on out-of-state purchases
 field if both a tax amount is entered and the
Calculate use tax using estimated use tax chart
 field is checked.

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