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Screen TOLGen - Toledo Partnership Return (1065)
Show all hidden content
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.
If necessary, you can overrule the transferred amount by entering the amount in the box. The application then displays the new amount in black.
note
- When you overrule a transferred amount, the application doesn't overwrite that amount with subsequent federal-to-state or asset module data transfers.
- To delete the overruled amount and restore the original transferred amount, right-click the box and select Delete overrule or simply enter the original amount in the box.
- To confirm the accuracy of the overruled amount, right-click the box and select Acknowledge overruled data. The application then turns off the acknowledge functionality from the right-click menu. To restore the original amount later, you will need to enter it manually.
- If desired, you can set a user preference to mark boxes for which you overruled the transferred amounts and to list all overruled amounts in the Diagnostics window.
Statements
Many data entry boxes provide predefined statements in which you can enter additional information.
Accessing frequently asked questions
To view answers to common questions about calculations and data entry issues, select Help, Additional Resources, then Frequently Asked Questions.
Special allocations
Select Ptr Alloc to specially allocate items to partners using ratios that are different from the profit / loss ratios.
Amounts that are specially allocated for federal purposes need to be specially allocated for state purposes, unless you have selected the option to default state partner allocations to federal allocated amounts. When this is selected, only those state allocations that correspond to a specific federal allocation will default.
To select this option, enter
X
in the Default state partner special allocations to the corresponding federal special allocation
on the federal CltOptns screen.To mark
Default state partner special allocations to the corresponding federal special allocation
one time for all new clients, select Setup, 1065 Partnership, Federal tab, select New Client Options and mark Default state partner allocations to federal allocated amounts (Screen CltOptns)
in the Return Presentation tab.Statement special allocations
You may allocate statement items separately to partners directly in the statements. The statement items are printed separately for each partner on an item-by-item basis. For details, see Partner Data Entry, then Special Allocation window.
Apportionment
Apportionment information is entered in one place for all states attached to the return. To enter apportionment information for all states, select View, then Apportionment.
General Information
Account number
Enter the account number in format xxxxxxx-x.
Amended return
If the federal return is amended or superseded and this box is blank, the Toledo return is also marked as amended. If the federal return isn't amended or superseded but you wish to amend the Toledo return, enter
1
. If you don't wish to amend the Toledo return when amending or superseding the federal return, enter 2
and the Toledo return won't be marked as amended.Should account be closed
If the federal return is final and this box is blank, the Toledo return and OH Cities Partner’s Share of Income and Tax Paid Worksheet are marked as final. If the federal return isn't final, but you wish to mark the Toledo return as final, enter
1
. If you don't wish to mark the Toledo return as final when the federal return is final, enter 2
.Reason for final return
If the taxpayer is filing a final City of Toledo Income Tax Return enter the reason for filing a final return in this statement.
Taxing authority may discuss return with preparer
Use this box to change the option indicated in the federal 1065 screen. Enter
1
for Yes or 2
for No or select the answer from the fieldview.General footnote
Use the statement to enter any miscellaneous information that needs to be conveyed with the return. The general footnote appears as a separate item in each collation.
Other Information
Partnership taxes paid to other cities
Enter the amount of partnership resident taxes paid to other cities in the statement. Information entered in this statement prints on the City of Toledo Income Tax Return, Page 1, line 7, Toledo resident partnership tax paid to other cities.