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Screen VTCU - Vermont Civil Union Filer (1040)

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Overview

Use this screen when the taxpayer is a partner of a civil union recognized by Vermont.

General Information

Civil union filer
Use this field when the taxpayer is a civil union filer, and the return type is not Civil Union. Enter
X
 to suppress the Vermont return from calculating and printing for this client.
Proforma carryover information from civil union member return
This field displays the client ID of the civil union filer return that identifies this taxpayer as a partner. An entry in this field suppresses proforma of any Vermont information from this return to next year. Instead, information that proformas to next year's federal screens will proforma from the Civil Union return.

Proforma Information

UltraTax/1040-VT does not allocate amounts between the taxpayer and spouse to proforma to the separate federal returns next year. Use this section to enter proforma information. UltraTax/1040-VT displays this information on the Vermont Civil Union Proforma Report. Blank amounts do not proforma.
Tax paid with return
Enter the tax paid with the return to proforma to the
Paid with
2025
 return
 field in the St Pmt federal screen. The amount due on the tax return may need to be adjusted to exclude payments other than tax such as voluntary contributions, interest, or penalties from the balance due on the return.
Overpayment
Enter the total overpayment on the return to proforma to the Refunds federal screen. This amount proformas to the
Refund Amount
 column in the statement dialog attached to the
State / local income tax refunds
 field. The total overpayment on the tax return may need to be adjusted to exclude payments other than tax such as voluntary contributions, interest or penalties from the refund on the return.
Total payments
Enter the total payments on the return. This amount is used to calculate the amount that proformas to the
Amount Allocated to Tax Paid in Following Year
 column of the
State / local income tax refunds
 statement dialog in the Refunds federal screen. Be sure to include all withholding, estimate, extension and other payments on the return.
Payments made in
2026
 for
2025
 return
Enter any payments other than extension payments made in
2026
 for the
2025
 return to proforma to the
2025
 income taxes paid in
2026
 statement dialog in the A federal screen. This amount proformas with the description Estimates Paid in
2026
 and postal code
VT
. This amount is also used in the calculation of the amount of refund allocated to tax paid in the following year in the Refunds screen.
Extension payment
Enter amounts paid with an extension to proforma to the
2025
 income taxes paid in
2026
 statement dialog in the A federal screen. This amount proformas with the description
2025
 VT extension payment and postal code
VT
. This amount is also used in the calculation of the amount of refund allocated to tax paid in the following year in the Refunds screen.
Overpayment applied to
2026
 estimates
Enter the amount applied to next years return to proforma to the
2025
 overpayment applied
 field in the St Pmt federal screen.
Schedule A cash contributions
Enter the charitable contributions included on the return to proforma to the
Contributions by cash or check
 statement dialog in the A federal screen. This amount proformas with the description Contributions w/
2025
 VT rtn and postal code
VT
.
Calculated estimates
Enter the calculated estimate amounts from the Vermont Estimated Tax Worksheet. These amounts proforma to the
Calculated amount
 fields in the St Pmt federal screen. The dates from the Vermont Estimated Tax Payments Worksheet proforma to both returns.

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