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Screen SCGen - South Carolina General, Contributions, NR (1040)
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Overview
Use this screen to complete portions of Form SC1040, Page 1; SC1040, Page 3; Form I-330; SC AGI Worksheet; and Schedule NR. If information transferred from UltraTax/1040 doesn’t require additional data or coding, UltraTax/1040-SC shows it on the form only, not in the input screen.
General Information
Use this section to complete Form SC1040, Page 1; SC1040, Page 3; and Schedule NR.
County code number
Enter the county code or use the dropdown to choose from the available county codes.
When entering a foreign address on a South Carolina return, the South Carolina Department of Revenue requires you enter a foreign province or state code in the
Foreign province/county
field in the federal 1040 screen, instead of entering the full name.The foreign province code (not the foreign province postal code that you enter in the
Zip code
field) is an abbreviation for the name of the foreign state or province and can be up to 8 characters long. The code may contain letters or numbers and is equivalent to the 2-letter postal code abbreviation for U.S. states (i.e. IN, MI, TX, etc.). A complete list of foreign state or province codes is available in the ISO State Codes spreadsheet but the following are a few examples:- Queensland (Australia) = QLD
- Prince Edward Island (Canada) = PE
- Hokkaido (Japan) = 01
note
The federal return will also accept the province code rather than the entire name.
Authorize discussion with SCDOR
You may set this option globally for all new and converted clients, and then override it on a client-by-client basis. Select
Setup
, 1040 Individual
, the Federal
tab, and then New Client Options
. Select Yes
or No
from the Authorize discussion with taxing authority
dropdown. UltraTax CS defaults to the same behavior that you chose for the federal return. To indicate different behavior for the South Carolina return than for the federal return, use the South Carolina Authorize discussion with SCDOR
field to indicate a preference.Purchases subject to use tax
Enter
0
(zero) if there are no purchases subject to sales or use tax. Entering 0
(zero) also marks the box on Form SC1040, Page 3 to certify that no use tax is due.Credit for sales or use tax paid another state
Enter the amount of sales tax that has been paid to another state on purchases included in the
Purchases subject to use tax
field. The amount entered in this field is used to reduce the use tax calculated on the amount entered in the Purchases subject to use tax
field.Combat zone designation
If the taxpayer or spouse served in a Military Combat Zone during the tax year, enter the combat zone to mark the checkbox on SC1040, Page 1 and display the combat zone designation.
General footnote
Entries in this statement window proformas from the prior year. The general footnote appears as a separate item in each collation. This statement may be printed and attached to the return for informational purposes.
A PDF of the contents of the footnote will be created and attached to the e-filed return.
Voluntary Contributions
UltraTax CS uses amounts entered in this section to complete Form I-330.
Schedule NR - Additional Information
UltraTax CS uses information from this section to complete Schedule NR and SC AGI Worksheet.
note
The fields in this section are enterable only if you mark the state return as a part-year or nonresident return. To do so, select
File
, Client Properties
, the South Carolina
tab, and verify the applicable part-year resident or nonresident checkbox is marked.Dates of residency: From / To
Enter dates of residency applicable to the current tax year. Note that for part-year residents, UltraTax CS allocates some items of income and expense by using a ratio of the number of days of residence to 365.
Allowed moving expenses (Force)
If this field is blank, UltraTax CS defaults to the federal adjustment. If the federal moving expense adjustment is not for a move to or within South Carolina, enter
0
(zero). If part of the expense is allowed by South Carolina, enter the allowable portion in this field.Miscellaneous federal estate tax deduction on income of decedent
Use this field to enter amounts that are miscellaneous federal estate tax deductions on income in respect of a decedent. Amounts entered in this field are used to complete the bottom portion of the SC Itemized Deduction Adjustment Worksheet.
Expense deducted on fed return related to income exempt / not SC taxed
Use this field to enter amounts deducted on the federal return that are not taxed by South Carolina. Amounts entered in this field are used to complete the SC Itemized Deduction Adjustment Worksheet.
SC net short-term capital gains / losses
Enter net short-term capital gains and losses without regard to gains and losses from out-of-state real property attributable to the period of residence in South Carolina, if these transactions result in a net loss. UltraTax CS uses the amount entered to reduce net long-term capital gains for purposes of the 44 percent subtraction for Schedule NR, column B. If this field is blank, UltraTax CS assumes there are no short-term capital losses for the period of residence in South Carolina.
SC net long-term capital gains / losses
Enter net capital gains, without regard to gains and losses from out-of-state real property, attributable to the period of residence in South Carolina and which meet the one-year holding requirement. UltraTax CS reduces the amount entered by net short-term capital losses and calculates the 44 percent subtraction for Schedule NR, column B. If this field is blank, UltraTax CS assumes there are no net gains meeting the one-year requirement for the period of residence in South Carolina.
Compensation adjustment for Schedule NR
Enter an adjustment to the compensation used to determine the health savings account deduction and IRA deduction allowed on the Schedule NR in column B for those particular deductions. A positive amount adds to the compensation used, a negative amount reduces the compensation used. The amount entered adjusts both the amount of federal compensation and South Carolina compensation used to calculate the deduction. Refer to the Schedule NR instructions for further information about the calculation of the health savings account deduction and IRA deduction.
Schedule D (Force)
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amount columns of the South Carolina AGI Worksheet for the Capital gain / loss line. UltraTax CS automatically calculates the in-state amounts of capital gain / loss.
These calculated amounts are based on the postal codes entered in UltraTax/1040 for Schedule D related items. Returns with PAL and basis adjustments, and PAL and capital loss carryover should be reviewed for Schedule D as well as Form 4797 in-state amounts.
Form 4797 (Force)
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amounts columns of the South Carolina AGI Worksheet for the 4797 gain / loss line. UltraTax CS automatically calculates the in-state amounts for federal Form 4797, Part II.
These calculated amounts are based on the postal codes entered in UltraTax/1040 for Form 4797, Part II related items. Returns with PAL and basis adjustments should be reviewed for Form 4797 and Schedule D in-state amounts.
Schedule E (Force)
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amounts columns of the South Carolina AGI Worksheet for the Rents, royalty line. UltraTax CS automatically calculates the in-state amounts for federal Schedule E.
These calculated amounts are based on the postal codes entered in UltraTax CS for Schedule E related items. Returns with PAL, basis, and at-risk adjustments should be reviewed for Schedule E in-state amounts.
NOL
For part-year and nonresident returns, use these fields only when completing the State Amounts columns of the South Carolina AGI Worksheet for the Net operating loss carryover included in the Other income line. To change the calculated amount, enter the net operating loss attributable to South Carolina as a positive number. The amount entered is included in the calculation of Other income on the Schedule NR.
UltraTax CS defaults the amount of net operating loss carryover in the Federal Amounts column to the taxpayer when the federal filing status is married filing joint. The portion of the federal net operating loss carryover applicable to this state should be entered in the
NOL
taxpayer and spouse fields.Nonresident military wage adjustment
To change the calculated amount for Schedule NR, line 1, column A, enter the military wages applicable to the nonresident service member. The amount entered adjusts the amount shown on Schedule NR, line 1, column A.