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Screens

Screen NJCU - New Jersey Civil Union (1040)

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Overview

Use this screen when the taxpayer is a member of a civil union recognized by New Jersey.
note
New Jersey has both a domestic partner and civil union partner. A domestic partner under New Jersey law may be claimed as an additional dependent by entering the dependent on the federal 1040 screenin the
Dependent information
 statement window using state use code
12
. Civil union partners file as the spouses. Civil union returns are created by merging 2 single returns into a new 3rd return and selecting
Domestic Partner
 in Client Properties as the 1040 option.

General Information

Use this section to enter information needed to calculate the return as required by state law for civil unions.
Filing as qualifying widow(er) or surviving civil union partner
Use this field when the taxpayer was in a civil union, and would meet the federal qualifications for a qualifying widow(er) based on federal law as applied to a New Jersey civil union. Enter
X
 to mark the appropriate filing status in the current return.
Suppress this New Jersey return
Use this field when the taxpayer is in a civil union, and the return type isn't the joint or combined civil union return. Enter
X
 to suppress the New Jersey return from calculating and printing in this client.
Proforma carryover information from civil union return
This field displays the client ID of the civil union return that identifies this taxpayer as a partner in the
File
,
Client Properties
 window. An entry in this field suppresses proforma of any New Jersey information from this return to next year. Instead, information that proformas to next year's federal screens will proforma from the combined civil union return.
Federal extension attached / Federal extension confirmation number from IRS website
Use these fields to indicate that a federal extension application is attached. Enter the extension confirmation number the taxpayer and partner received if the extension application was made online with the Internal Revenue Service. The taxpayer number should also be entered in the NJExt screen.

Proforma Information

UltraTax/1040-NJ doesn't allocate amounts between the taxpayer and spouse to proforma to the separate federal returns next year. Use this section to enter proforma information in the combined client. UltraTax/1040-NJ displays this information on the New Jersey Civil Union Proforma Worksheet.
Tax paid with return
Enter the tax paid with the return to proforma to the
Paid with '22 return
 field in next year's federal St Pmt screen. The amount due on the tax return may need to be adjusted to exclude payments other than tax such as voluntary contributions, interest or penalties from the balance due on the return.
Overpayment
Enter the total overpayment on the return to proforma to the federal Refunds screen. This amount proformas to the Refund Amount column in the statement window attached to the
State / local income tax refunds
 field. The total overpayment on the tax return may need to be adjusted to exclude payments other than tax such as voluntary contributions, interest, or penalties from the refund on the return.
Total payments
Enter the total payments on the return. This amount is used to calculate the amount that proformas to the Amount Allocated to Tax Paid in the Following Year column of the
State / local income tax refunds
 statement window in the federal Refunds screen. Make sure to include all withholding, estimate, extension, and other payments on the return.
Payments made in
2026
 for
2025
 return
Enter any payments other than extension payments made in
2026
 for the
2025
 return to proforma to the
'22 income taxes paid in '23
 statement window in the federal A screen. This amount proformas with the description
2025
 Estimates Paid in
2026
 and postal code
NJ
. This amount is also used in the calculation of the amount of refund allocated to tax paid in the following year in the federal Refunds screen.
Extension payment
Enter amounts paid with an extension to proforma to the
'22 income taxes paid in '23
 statement window in the federal A screen. This amount proformas with the description
2025
 NJ extension payment and postal code
NJ
. This amount is also used in the calculation of the amount of refund allocated to tax paid in the following year in the federal Refunds screen.
Overpayment applied to
2026
 estimates
Enter the amount applied to next year's return to proforma to the
2026
 overpayment applied
 field in the federal St Pmt screen.
Schedule A cash contributions
Enter the charitable contributions included on the return to proforma to the
Cash or check
 statement window in the federal A screen. This amount proformas with the description Contributions w/ '22 NJ rtn and postal code
NJ
.
Schedule A related recovery deductions
Enter the amount of homeowner property tax credit calculated on Form NJ-1040. Don't enter an amount greater than the amount deducted for property taxes on federal Schedule A. This amount proformas to the
Other income
 statement window in the federal Income screen with code
7
 Itemized deduction recoveries and postal code
NJ
.
Calculated estimates
Enter the calculated estimate amounts from the New Jersey Estimated Tax Worksheet. These amounts proforma to the
Calculated amount
 fields in the federal St Pmt screen.

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