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Screen NYTax - New York Lump-Sum Distribution (1040)
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Overview
Use this screen to complete Form IT-230. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-NY shows it on the form only, not in the screen.
Distribution Information
UltraTax CS uses information entered in this section to calculate Form IT-230.
Lump-sum from New York State, federal or political subdivisions thereof
Enter
X
if the lump-sum distribution is from the state of New York, the U.S., or a political subdivision thereof. If you enter X
, UltraTax CS prints an X
in the From New York State or the United States or political subdivision option on Form IT-230, Part I. It also completes Part 2, line 1, and Part 3, line 3 to fulfill the filing requirements of the form.Multiple recipient percentage (Force)
If the taxpayer / spouse is the beneficiary of a lump-sum distribution with multiple recipients, enter the percentage that applies to this return. The tax calculated on Form IT-230, line 24, adjusts to reflect the multiple recipient percentage and the words Multiple Recipient print below the tax line.
Distribution was received by part-year resident during period of residency
These fields are for part-year resident returns only. Enter
X
if the taxpayer or spouse received a lump-sum distribution during the New York State period of residency. UltraTax CS calculates New York State (and New York City, if applicable) tax on the distribution.Part-year and nonresident - IT-230-I income percentage
If Form IT-230 is present in a nonresident or part-year return, the state of New York requires that an income percentage be calculated using the worksheet in the Form IT-230 instructions. Enter the percentage calculated on the worksheet in this field. Your entry replaces the calculated income percentage on Form IT-203, Page 3, line 45.
Form 4972, part 2 / part 3 (Force)
UltraTax CS automatically uses amounts as they were reported for federal Form 4972. Enter an amount in these fields only if you want to force (override) the amounts used on federal Form 4972.