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Screen WIGen — Wisconsin General Information (1040)

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Overview

Use this screen to complete Form 1, and Form 1NPR. If information transferred from UltraTax/1040 doesn't need additional data or coding, UltraTax/1040-WI shows it on the form only, not on the input screen.
Federal-to-state input screen and asset module data transfer
If information is transferred from federal input screens or from the asset module to a state input screen, the application displays the transferred data in blue.
You can replace the transferred amount by entering an amount. The application then shows the replacement amount in black.
note
  • When you replace a transferred amount, the application doesn't replace that amount with subsequent federal-to-state or asset module data transfers.
  • To delete the replacement amount and restore the original transferred amount, right-click the field and select
    Delete overrule
     or enter the original amount.
  • To verify the accuracy of the replacement amount, right-click the field and select
    Acknowledge overruled data
    . The application then turns off
    Acknowledge overruled data
     on the context menu. To restore the original amount later, you'll need to enter it manually.
  • You can set a preference to mark fields for which you replaced the transferred amounts and list all replaced amounts in the
    Diagnostics
     window.
Statements
Many data entry fields provide predefined statements in which you can enter additional information.
Accessing frequently asked questions
To view answers to frequently asked questions about calculations and data entry, select
Help
,
Additional Resources
, then
Frequently Asked Questions
.

Return information

Use this section to complete form option, demographic, and special condition segments of the return.
Authorize discussion with tax department
Use this field to complete the 3rd party designee section of the return. UltraTax/1040-WI defaults to using the selection on the federal
1040
 screen.
The designee name appears if there's a preparer entered in
Client Properties
.
The phone number appears if there's is a phone number entered in on the
Firm
 tab (which you reach by going to
Setup
, then
System configuration
).
Wisconsin also requires a 5-digit personal identification number, which you can set up globally. Go to
Setup
,
1040 Individual
, the
Wisconsin
 tab, then
Other Return Options
. If you need different information, entered it on the federal
Contact
 screen, in the
General
 folder.
Suppress calculation of Schedule I
Use this field to suppress the calculation of Schedule I. This makes the federal AGI the starting point for the Wisconsin return. Any itemized deduction adjustments also are suppressed for calculating the itemized deduction credit.
Suppress recalculated federal forms
If this field is marked, all federal forms, which were recalculated with Wisconsin values, are excluded from printing. This field only applies if
Suppress calculation of Schedule I
 is blank.
Filing Form 4563 or short period return
If this field is marked, the standard deduction isn't calculated on the return.
General footnote
You can enter a footnote in the statement. This is a schedule that may be printed and attached to the return for informational purposes. The general footnote appears as a separate item in each collation.

Use Tax

Use this section to enter information for sales and use tax on out-of-state purchases.
Sales and use tax on out-of-state purchases
Use the statement to enter the county name and the purchases subject to the varying Wisconsin sales and use tax rates.

Identity Protection PIN

The Wisconsin Identity Protection PIN is a number the Wisconsin Department of Revenue gives you to list on your Wisconsin individual income tax returns and homestead credit claims. The purpose of the PIN is to prevent unauthorized persons from filing a return using your information. Participation in the Wisconsin Identity Protection PIN program is voluntary.
A new number is issued each year if taxpayer participates.

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