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Partner Data Entry > Montana tab
Use the state tabs in the Partner Information window in Partner Data Entry to enter state-specific information for partners. State tabs appear only if you have added states to the return.
To update a partner's state-specific information, select that partner in the Partner Information window, then select the appropriate state tab.
Fields & buttons
Montana information group box
Publicly traded partnership
Mark this checkbox if the partner is a publicly traded partnership. UltraTax CS will not calculate withholding tax. This checkbox is only available to partnership partners.
Domestic 2nd tier pass through entity
Mark this checkbox to include this partner in the Form PT-AGR owner tax agreement.
Composite filer
Mark this checkbox to include this partner in the composite return filing for Schedule IV.
Prepare Form PT-AGR in current year
Mark this checkbox if the partnership is filing Form PT-AGR for this partner in the current year. UltraTax CS will prepare Form PT-AGR and will not calculate withholding tax.
Phone number
Enter the partner's phone number for Form PT-AGR.
Name and title of signatory
Enter the name and title of the person signing Form PT-AGR for corporate and foreign government partners.
Year Form PT-AGR filed
Enter the year in which Form PT-AGR was prepared for Schedule III. Enter the current tax year if the partner prepared and filed Form PT-AGR. UltraTax CS will not prepare Form PT-AGR and will calculate withholding tax.
Withhold when not required
Mark this checkbox to calculate withholding tax for the partner on Form PR-1, even if not required. This checkbox is available only to resident individual, corporation, estate, trust, and grantor trust partners and all publicly traded partnership, exempt organization and IRA partners.
This article applies to:
- Product: UltraTax CS
- Return type: 1065 Partnership