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Screen OHPYNR - Ohio Part-year Resident and Nonresident (1040)

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Overview

Use this screen to complete portions of Form IT1040 and the Ohio AGI Worksheet. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-OH shows it on the form only, not in the input screen.
note
This screen only appears if you mark the state return as a part-year or nonresident return. To do so, select
File
,
Client Properties
,
Ohio
 tab, and verify that
Part-year Resident
 or
Nonresident
 is selected.

Residency Information

Residency
If filing jointly and the taxpayer and spouse have different residency statuses, enter the codes for their residency in these fields. It's recommended to select
Part-year Resident
 in the
File
,
Client Properties
, then
Ohio
 tab when filing a return with different residencies.
State of residency while not a resident of Ohio
If taxpayer isn't a full-year resident of Ohio, enter the postal code for the state of residency during the part of the year the taxpayer isn't an Ohio resident. If filing a joint return and the spouse isn't a full year resident of Ohio, enter the postal code for the spouse’s state of residency. A spouse’s state of residency defaults to the taxpayer’s state of residency if both aren't full year residents.
Part-year residency dates
If taxpayer or spouse is a part-year resident of Ohio, enter the dates of residency for the part-year resident(s). If filing a joint return and both are part-year residents with different dates of residency, enter the dates for the primary taxpayer.

Nonresident and Part-year Resident Credit

Adjusted gross income not from Ohio sources (Force)
UltraTax CS calculates the AGI that is neither earned nor received in Ohio on the OH Nonresident Credit Worksheet and Form IT NRC. This amount calculates the nonresident and part-year resident credit on the OH Schedule of Credits, Page 2. Use this field to force an amount different from the calculated AGI amount.

AGI Worksheet State Amounts

This section applies only to part-year and nonresident returns. Use these fields to enter an amount different from the calculated amount in the State Amount columns of the Ohio AGI Worksheet. UltraTax CS uses the amounts you enter in this section to complete Form IT1040.
Schedule D (Force)
UltraTax CS automatically calculates the in-state amounts of Capital gain/loss, use these fields to force a different amount.
Form 4797 (Force)
UltraTax CS automatically calculates the in-state amounts for federal Form 4797, Part II, shown on the Ohio AGI Worksheet for the Other gain/loss line. Use these fields to force a different amount.
Schedule E (Force)
Use these fields to enter an amount different from the calculated amount in the State Amounts columns of the Ohio AGI Worksheet for the Rents, royalties line. UltraTax CS automatically calculates the in-state amounts for federal Schedule E.
Net operating loss carryover
UltraTax CS defaults the amount of NOL carryover in the Federal Amounts column of the AGI Worksheet to the taxpayer when the federal filing status is married filing joint. The portion of the federal NOL carryover relevant to this state should be entered in the
Net operating loss carryover
 taxpayer and spouse fields.

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