Apportionment Information - Utah tab

Use the state tabs at the bottom of the Apportionment Information window to enter state-specific apportionment information. State tabs appear only if you have added states to the return and if more apportionment information is needed.
To enter state-specific apportionment information, select the state tab at the bottom of the Apportionment Information window.

Special information for processing Utah returns

UltraTax CS gives predefined statement windows for factor components needing detail information. UltraTax CS uses the information you enter in the statement windows in the Everywhere column on the form for that component. UltraTax CS ignores amounts from the Everywhere / (Override) column for that component.

Fields & buttons

General information group box
UltraTax CS uses information entered in this group box to complete form fields and answer questions that are not addressed in the Apportionment spreadsheet.
Select one of the following methods listed in the dropdown list. UltraTax CS calculates Schedule J based on the method you select.
Code
Description
1
Double-weighted sales factor election
2
Equally-weighted 3 factor election (Default)
3
Sales factor weighted
Enter the nature and locations of Utah business activities.
Enter the apportionment factor (in decimal form) of the target corporation if the factor is different from the calculated factor on Form TC-20MC, Schedule J. UltraTax/1120-UT uses this amount to calculate the apportioned gain or loss on the deemed sale of assets for Utah.

Apportionment Form Combination Tables guide

Select the following link to view the Apportionment Form Combination Tables Guide. These tables describe how fields from the Apportionment Information spreadsheet and the apportionment tab are combined onto the apportionment form.
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