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Screen UTGen — Utah General Information (1040)

Return Information

Use this field to change the option indicated in the federal
1040
 screen. A global default is available for all new clients for both federal and state returns. To select this option, choose Setup > 1040 Individual > Federal tab, select the New Client Options button, and select
Yes
 in the
Authorize discussion with taxing authority
 field.
To declare that you are no longer entitled to the homeowner's exemption choose the appropriate two-digit county code. Once you choose the code, Form TC-40, Page 3, Part 7 populates with this information.
Entries in this statement proforma from the prior year. The general footnote appears as a separate item in each collation.You can print and attach this statement to the return for information purposes. For electronically filed returns, the footnote transmits with the e-file.

Use Tax

Utah residents: enter the value of goods purchased or used for which no sales tax was paid. Tax rate: select the city/county where the goods were used. Separately, enter grocery purchases subject to three percent tax. Enter sales tax paid to other states and review the Utah Use Tax worksheet which calculates use tax due.

Low-Income Housing Credit Recapture

If you claimed the Utah low-income housing credit on a building in the previous year and then disposed it or no longer own it or qualified building basis has decreased, you may have to recapture the credit. Please refer to Form TC-40LIC instructions for more detail. Form TC-40LIC is a non-calculating form in UltraTax CS.

Campaign Fund Contributions

Enter the code for the political party of the taxpayer's choice if the taxpayer elects to contribute to the campaign fund. UltraTax CS will automatically enter "N" if this field is left blank.
Enter the code for the political party of spouse's choice if the spouse elects to contribute to the campaign fund. UltraTax CS will automatically enter "N" if this field is left blank.

Charitable Contributions

When amending a return, you can not change charitable contributions.
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