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Screen OKSTCr - Oklahoma Credit for Taxes Paid To Other States (1040)

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Overview

Use this screen to complete Form 511-TX. If you're processing a multiple-state return, first process the nonresident state(s), then the resident state. UltraTax/1040-OK transfers necessary information from the nonresident return(s) to the resident return to complete the credit for taxes paid to other states.
note
If the taxpayer / spouse is a part-year resident of Oklahoma and you're processing a multiple-state return, UltraTax/1040-OK
does not
 transfer information from the other part-year returns. Use the
Force
fields to generate the credit for part-year residents.
If UltraTax CS is used to calculate another state’s return and it generates a credit for taxes paid to another state, UltraTax/1040-OK automatically includes a copy of that return. When filing on paper, a paper copy prints. When filing electronically, a portable document format (PDF) file of the nonresident return is attached.

State Income and Tax Information

Taxpayer, spouse, or joint
Use this field to indicate T/S/J for each Form 511-TX filed. This field will need to be completed if filing electronically.
State postal code and name
If you're filing a nonresident return using UltraTax CS, UltraTax/1040-OK automatically completes
State postal code
 for the resident return. If you're filing a nonresident return without using UltraTax CS, make an entry in
State postal code
 and UltraTax/1040-OK completes the
name
 field.
Net personal service income from other state
If you're filing a nonresident return using UltraTax CS, UltraTax/1040-OK automatically completes
Net personal service income from another state
 for the nonresident state return. If you're filing a nonresident return for which you'd like to claim this credit without using UltraTax CS, enter the taxable income from that state’s return in the
Force
 field. Use the
Force
 field to enter the net personal service income from another state if it's different from the calculated amount.
Tax paid to other state
If you're filing a nonresident return using UltraTax CS, UltraTax/1040-OK automatically completes
Tax paid to other state
 for the nonresident state return. If you're filing a nonresident return for which you'd like to claim this credit without using UltraTax CS, enter the taxable income from that state’s return in the
Force
field. If only a portion of the tax paid to another state qualifies for this calculation, enter only that amount in the
Force
 field. Use the
Force
 field to enter the tax paid to another state amount if it's different from the calculated amount.

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