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Screen UTGen - Utah Partnership Return (1065)

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General Information

Force Form TC-65 to print
Enter
X
 to force Form TC-65 to print. If this isn't marked, Form TC-65 prints when required.
Date registered in Utah
Enter the date the partnership was registered in Utah. If you leave this blank, UltraTax CS assumes that this is the same as the date business started on the federal return.
Final return
If the federal return is final and this is blank, the Utah return and Schedules K-1 are marked as final. If the federal return is not final, but you want to mark the Utah return as final, enter
1
. If you don’t want to mark the Utah return as final when the federal return is final, enter
2
.
Date of dissolution, if different than tax year end
Enter the date of dissolution if the return is final. If you leave this blank, UltraTax CS assumes that the date of dissolution is the same as the tax year ending date on the federal return.
Taxing authority may discuss return with preparer
Use this to indicate whether the taxing authority may discuss the TC-65, Utah Partnership / Limited Liability Partnership / Limited Liability Company Return with the preparer. A global default is available for all new clients for both federal and state returns. This global default won’t affect existing clients. To select this option, select
Setup
,
1065 Partnership
, the Federal tab,
New Client Options
, and then from the dropdown, select the desired option for
Taxing authority may discuss return with preparer
.
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.

Amended

Code for amended return
If the federal return is amended or superseded and this is blank, the Utah return and Schedule K-1 are also marked as amended. If the federal return is not amended or superseded but you want to amend the Utah return, enter
2
,
3
, or
4
. If you don’t want to amend the Utah return when amending or superseding the federal return, enter
5
 and the Utah return won’t be marked as amended. The options for
Code for amended return
are listed in the dropdown and in the following table.
Code
Result
1
Amended IRS return. This is the default option when the federal return is marked amended or superseded.
2
Corrected state return.
3
IRS audit or adjustment.
4
Other.
5
Not amended.
Reason for amended return
Enter a reason for the amended return in the statement if code
2
 or
4
 was selected for
Code for amended return
.

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