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Screen VANRPY - Virginia Nonresident and Part-year Resident (1040)
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Overview
Use this screen to enter state-specific information needed to complete part-year and nonresident returns.
note
This screen only displays if you mark the state return as a part-year or nonresident return. To do so, select
File
, then Client Properties
. Under the Virginia
tab, make sure the part-year resident or nonresident checkbox is marked.Return Information
Other state of residence
Enter the postal code of the state of residence for part-year or nonresident returns. This information prints on Form 763, Page 1, or Schedule of Income, Form 760PY, Page 2.
note
If the other state of residence is a foreign country not listed, select
.
(the period) from the list. This will cause OC
(for other country) to print on the form and transfer to the e-file.Part-year dates
Enter dates of residence for taxpayer and spouse. UltraTax CS uses the dates of residence to determine a ratio of the days of residence to prorate the total personal exemption and dependent deduction amounts to the period of residence in Virginia. If the
To
field for the spouse or taxpayer is blank, UltraTax CS assumes that the person was still a resident on December 31 and populates the moved into Virginia
field on the Schedule of Income.Moving expense to or within Virginia (Force)
These fields are applicable when the taxpayer is a part year resident of Virginia. UltraTax CS calculates the moving expenses allowed in Virginia from the amounts entered at the federal with a VA postal code. Use these fields to force an amount that is different than the calculated amount. This instate amount is reported on Schedule of Income, Column A2 (While VA Resident).
Instate taxable wages (Force)
These fields are used only when the taxpayer is a nonresident of Virginia and a part-year resident of a reciprocal state. UltraTax CS defaults to include zero wages as taxable on Form 763, Page 2 when the state of residence entered in the
Other state of residence
field is the District of Columbia, Kentucky, Maryland, Pennsylvania, or West Virginia. Use these fields to enter any wages, salaries, or tips that were earned in Virginia and aren't exempt from tax due to reciprocity rules.Qualified child care expenses allocable to resident period (Force)
If childcare expenses paid during the period of residence in Virginia are less than the expenses entered at the federal level, enter the deductible amount in this field. If no amount is entered, UltraTax CS defaults to the entire federal amount. For part-year returns using the Married filing separately on this combined return filing status, UltraTax CS allocates the deduction to the taxpayer (or spouse) with the highest taxable income.
Lump-sum distributions from Virginia sources (Force)
UltraTax CS automatically includes the lump sum income taxable on federal Form 4972 as an addition to federal income using code
12
, Lump Sum Distributions entered on the 1099R federal screen with postal code VA
in the instate income on Form 763, Page 2. Use this field to force an amount different from the calculated amount.Guideline income (Force)
Guideline income for the calculation of the low or earned income credits is calculated automatically for part-year returns by adjusting the federal adjusted gross income by full year amounts for interest, dividends, refunds, unemployment, disability wages, and Social Security income as well as other additions and other subtractions from income as reported on Form 760PY. Use these force fields to force an amount different from the calculated amounts.
Filing Status
Married filing joint on federal return, 1 spouse has no Virginia source income (Force)
UltraTax CS defaults to filing status 3, Married, spouse has no income from any source when all fields for taxable income on the AGI worksheet in either taxpayer or spouse instate income column are zero. Per state instruction, the person with income is reported on all Virginia forms as the taxpayer, the person without income is placed in the spouse position. Use this field to change the person who has no income from the default person. Use the Filing Status Optimization to create separate returns when married filing separate filing status is required.
note
All data entry on all screens needs to be entered using the federal designation of taxpayer and spouse. ONLY the display on the forms is reversed when 1 person has no income.
Married filing status (Force)
UltraTax CS automatically optimizes part-year returns between filing statuses married filing jointly and married filing separately on a combined return. Select this field to use a filing status that is different from the optimized one.
Allocate number of dependents to spouse (Force)
When no entry is made in this field, UltraTax CS assigns the dependents to the taxpayer or spouse using the designation entered in the 1040 federal screen,
Dependent information
statement. Use these fields to indicate the number of dependents for the spouse when different from the date entry in the federal screen. Dependents not assigned to the spouse are assigned to the taxpayer.Allocate child care expenses to spouse (Force)
When no entry is made in this field, UltraTax CS allocates the childcare expenses between the taxpayer and spouse based on the ratio of total taxable income. Use this field to allocate a different amount of expense to the spouse. The remainder is allocated to the taxpayer.
AGI Worksheet State Amounts
Use this section to adjust part-year and nonresident amounts calculated on the Virginia AGI Worksheet.
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 Virginia 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 carryovers 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 Virginia AGI Worksheet for the Other 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 Virginia AGI Worksheet for the Rents, royalties 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 1040 for Schedule E related items. Returns with PAL, basis, and at-risk adjustments should be reviewed for Schedule E in-state amounts.
Net operating loss carryover
For part-year and nonresident returns, use these fields only when completing the State Amounts columns of the Virginia AGI Worksheet for the net operating loss carryover included in the Other income line. 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 for this state should be entered as a positive number in the
Net operating loss carryover
taxpayer and spouse fields.