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Screen CAK1-4 — California Form 541/565/568 Sch K-1 — AMT and Other (1065)
Show all hidden content
Overview
Use this screen to enter passthrough information for Form 565 or 568 and Schedule K-1. UltraTax CS transfers all applicable K1-5 screen information to this input screen.
To change amounts for the California return, enter data in this input screen.
Amounts in the
California Source
column are only used on Schedule K-1 and the CA Partner / Member Source Income Worksheet when Passthrough income is nonbusiness is selected on theCAAlloc screen.Adjustments and tax preference items
Other adjustments and tax preference items
UltraTax CS transfers relevant data from the federal
K1-5
screen to this statement. To exclude an item from the state return, delete the amount, enter 0
(zero), or delete the entire line item from the statement. UltraTax CS shows the changed column in black and will not replace the new data with subsequent federal-to-state data transfers. The Statements overview help topic has more information.Tax-exempt income and nondeductible expenses
Tax-exempt interest income
UltraTax CS transfers relevant data from the federal K1-5 screen to this statement. To exclude an item from the state return, delete the amount, enter
0
(zero), or delete the entire line item from the statement. UltraTax CS shows the changed column in black and will not replace the new data with subsequent federal-to-state data transfers. The Statements overview help topic has more information.Other tax-exempt income
UltraTax CS transfers data from the federal
K1-5
screen to this statement. To exclude an item from the state return, delete the amount, enter 0
(zero), or delete the entire line item from the statement. UltraTax CS shows the changed column in black and will not replace the new data with subsequent federal-to-state data transfers. The Statements overview help topic has more information.Nondeductible expenses
UltraTax CS transfers relevant data from the federal K1-5 screen to this statement. To exclude an item from the state return, delete the amount, enter
0
(zero), or delete the entire line item from the statement. UltraTax CS shows the changed column in black and will not replace the new data with subsequent federal-to-state data transfers. The Statements overview help topic has more information.Other Information
Look-back interest - completed long term contracts
UltraTax CS transfers relevant data from the federal K1-5 screen to this statement. To exclude an item from the state return, delete the amount, enter
0
(zero), or delete the entire line item from the statement. UltraTax CS shows the changed column in black and will not replace the new data with subsequent federal-to-state data transfers. The Statements overview help topic has more information.Look-back interest - income forecast method
UltraTax CS transfers relevant data from the federal K1-5 screen to this statement. To exclude an item from the state return, delete the amount, enter
0
(zero), or delete the entire line item from the statement. UltraTax CS shows the changed column in black and will not replace the new data with subsequent federal-to-state data transfers. The Statements overview help topic has more information.Interest expense for corporate partners
UltraTax CS transfers relevant data from the federal K1-5 screen to this statement. To exclude an item from the state return, delete the amount, enter
0
(zero), or delete the entire line item from the statement. UltraTax CS shows the changed column in black and will not replace the new data with subsequent federal-to-state data transfers. The Statements overview help topic has more information.Section 453(I)(3) information
UltraTax CS transfers relevant data from the federal K1-5 screen to this statement. To exclude an item from the state return, delete the amount, enter
0
(zero), or delete the entire line item from the statement. UltraTax CS shows the changed column in black and will not replace the new data with subsequent federal-to-state data transfers. The Statements overview help topic has more information.Section 453A(c) information
UltraTax CS transfers relevant data from the federal K1-5 screen to this statement. To exclude an item from the state return, delete the amount, enter
0
(zero), or delete the entire line item from the statement. UltraTax CS shows the changed column in black and will not replace the new data with subsequent federal-to-state data transfers. The Statements overview help topic has more information.Section 1260(b) information
UltraTax CS transfers relevant data from the federal K1-5 screen to this statement. To exclude an item from the state return, delete the amount, enter
0
(zero), or delete the entire line item from the statement. UltraTax CS shows the changed column in black and will not replace the new data with subsequent federal-to-state data transfers. The Statements overview help topic has more information.Amortization of reforestation costs
UltraTax CS transfers relevant data from the federal K1-5 screen to this statement. To exclude an item from the state return, delete the amount, enter
0
(zero), or delete the entire line item from the statement. UltraTax CS shows the changed column in black and will not replace the new data with subsequent federal-to-state data transfers. The Statements overview help topic has more information.