Triva isn't available right now.
Check out the support page for our phone number and hours
Screen PAEITEst - Pennsylvania Local Earned Income Tax Estimates (1040)
Show all hidden content
Overview
Use this screen to complete the Local Earned Income Tax Return and Cities Estimated Tax Payments Worksheet. If data transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-PA Cities shows it on the form only, not in the screen.
For resident and part-year returns:
To calculate local city estimates using the local estimate declaration code option
1; Use liability
, the city code entered must match a city code on the PAEITInc screen and the taxing authority city code entered must match a taxing authority city code on the PAEIT screen. All other codes can be used without the city code matching PAEIT or PAEITInc screens.For nonresident returns:
To calculate local city estimates using the local estimate declaration code option
1; Use liability
, the city code entered must match both the taxing authority city code on the PAEIT screen and the city code on the PAEITInc screen. All other codes can be used without the city code matching PAEIT or PAEITInc screens.note
City payments are entered in the federal St Pmt screen so the amounts transfer to the federal Schedule A. The overpayment, estimate amounts, and other withholding transfers from the federal St Pmt screen. If payments for this city are entered in more than 1 of the 4 sections provided in the federal St Pmt screen, make sure to use the same fields for each section. For example, if using the
Enter total, or
field in one section, use the Enter total, or
field for all sections that pertain to a local city. Similarly, if using the 1st
through 5th
fields, enter amounts in the payment fields for all sections used for a local city.System Defaults
UltraTax CS automatically defaults to information that is entered in
Setup
, 1040 Individual
, the Pennsylvania
tab, Local Cities
when a city code is entered in the City code
or the Taxing authority city code
field.City code
The city code entered should be associated with the city the income was earned in. When this field is populated, UltraTax CS automatically defaults to information that is entered in
Setup
, 1040 Individual
, the Pennsylvania
tab, Local Cities
for the following fields:- Work Jurisdiction name
- Work location PSD code
- Payee
- Collection agency mailing address
- nonresident tax rate
- nonresident tax rateif entered
Taxing authority city code
To calculate estimates for a resident return using code
1
in Local estimate declaration for code
field, enter the taxing authority city code that matches the taxing authority city code on the PAEIT screen. Otherwise, enter the taxing authority city code that is associated with the estimates being produced.When this field is populated, UltraTax CS automatically defaults to the information entered in
Setup
, 1040 Individual
, the Pennsylvania
tab, Local Cities
for the following fields:- Resident PSD code
- Resident municipality
- resident tax rate
- resident tax rateif entered
Nonresident estimates
Enter code
1
when requesting estimates for a nonresident return and the taxpayer doesn't live in the state of Pennsylvania. On the estimate vouchers, UltraTax CS completes the Resident PSD code
field with 880000
and the Resident municipality
field with the description of Out of State
.Enter code
2
when requesting estimates for a nonresident return and the taxpayer resides in a non-taxing municipality. Enter the Resident PSD code
and the Resident municipality
fields.When this field has data, the following fields in the Information for Taxing Municipality section will be non-enterable:
- Taxing authority city code,
- resident tax rate, and
- resident tax rate.
This field indicates to UltraTax/1040-PA that the estimates requested are for a nonresident return. For nonresident returns, to have the local estimate declaration code option
1
work properly, the city code entered on this screen must match both the taxing authority city code on the PAEIT screen and the city code on the PAEITInc screen. All other codes can be used without the city code matching PAEIT or PAEITInc screens.Resident municipality
For resident estimates, UltraTax CS uses this field to update the Resident Municipality field on the estimate vouchers.
For nonresident estimates, UltraTax CS enters the description
Out of State
on the estimate vouchers in the Resident Municipality field when the Nonresident estimates
field is code 1
. Enter a description in this field to override the calculated description.Miscellaneous
Use these fields to update the corresponding fields on the estimate vouchers.
All tax withheld by employer(s)
When marked and code
4
is entered in the Local estimate declaration for
field, estimates will calculate and print with lines 1 through 6 blank. To populate the estimate voucher information, the city code and Resident PSD code must be complete. The Application of overpayment
field doesn't need to be completed.Local Overpayment Application
For resident and part-year returns:
To apply a current-year refund toward estimates, the
Taxing authority city code
field on the PAEITEst screen must match the City code
field on the PAEIT screen. (In other words, the local earned income tax return producing the refund must have estimates being produced for that resident or part-year return.)For nonresident returns:
To apply a current-year refund toward estimates, the
City code
field on the PAEITEst screen must match the City code
field on the PAEIT screen. (In other words, the local earned income tax return producing the refund must have estimates being produced for that non-resident return.)Application of overpayment
The code options are the same as those in UltraTax/1040. They instruct UltraTax CS how to apply any current-year overpayment. The option selected affects what is printed on the tax form and the calculation of next year's estimated tax payments.
Local Estimates - Calculated
To have UltraTax CS calculate next year's estimated tax liability and required payments, enter
2
through 8
in the Application of overpayment
field or make an entry in the Local estimate declaration for
field.Local estimate declaration for
The code options are the same as those in UltraTax/1040. They tell UltraTax CS which method to use to determine the amount of next year's estimated tax. After entering
2
through 8
in the Application of overpayment
field, UltraTax CS defaults to option 1
in the Local estimate declaration for
field. If both these fields are blank, UltraTax CS doesn't generate estimate vouchers or filing instruction information.Amounts for code 5, 9 or estimates paid
These fields serve 2 purposes. Use these fields to specify the estimate amounts for each quarter, or use them to enter any estimate payments already made toward the next year.
If
5
is entered in the Local estimate declaration for
field, enter the desired quarterly payments in these fields. These amounts adjust by the overpayment applied, if applicable, and print on the vouchers. If you enter code 9
in the Local estimate declaration for
field, enter the desired quarterly payments in these fields. These amounts are only adjusted by entering code 7
or 8
in the Application of overpayment
field.If
1
, 2
, or 6
are entered in the Local estimate declaration for
field, enter the amounts already paid for each estimate. These amounts and the overpayment applied are subtracted from the calculated quarterly gross estimated tax liability to determine the net voucher amounts.Do not proforma declaration code, use code
1
or 3
for estimatesEnter
1
to proforma Local estimate declaration for
code 1, or enter 3
to proforma Local estimate declaration for
code 3 for next year.Number of vouchers desired
The number of estimate vouchers defaults to
4
. Enter a code to specify less than 4 vouchers. The overpayment and amounts already paid toward next year's estimates are applied to each voucher based on the overpayment code and the quarter in which the amounts were paid.Amount to round up each estimate
This field allows entry of rounding specifications for the estimated payments. The estimated payments can be rounded up to the nearest factor indicated. For example, to round up each estimated payment to the nearest $10, enter
10
. If this field is blank, UltraTax CS automatically rounds each estimated payment up to the next dollar.Treat 4th quarter estimate as due on 12/31/20
Use this field to indicate in the filing instructions that the fourth quarter estimate is due by 12/31.