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Apportionment Information > Section 210-A.5 dialog (1120-NY)
Use this window to enter apportionment information for Section 210-A.5.
To open this window, select the
New York
tab in the Apportionment Information window, then Section 210-A.5
.note
You must have a New York return open to open this window.
Fields & buttons
Section 210-A.5(a)(1) group box
Elect to use the fixed percentage method to apportion QFI
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for apportionment of QFIs. UltraTax CS marks the related box on the form.
Mark the field to use the fixed percentage method to apportion QFIs.
Section 210-A.5(a)(2) group box
Section 210-A.5(a)(2)(A) QFI
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for Section 210-A.5(a)(2)(A). UltraTax CS marks the related box on the form
Interest from loans secured by real property
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Interest from loans not secured by real property
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Section 210-A.5(a)(2)(B) QFI
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for Section 210-A.5(a)(2)(B). UltraTax CS marks the related box on the form.
Interest from federal debt
Use these fields to enter everywhere amounts. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Interest from NYS and its political subdivisions debts
Use these fields to enter everywhere amounts. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Net gains from NYS and its political subdivisions debt
Use these fields to enter everywhere amounts. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Interest from other states and their political subdivisions debt
Use these fields to enter everywhere amounts. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Net gains from other states and their political subdivisions debt
Use these fields to enter everywhere amounts. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Section 210-A.5(a)(2)(C) QFI
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for Section 210-A.5(a)(2)(C). UltraTax CS marks the related box on the form.
Interest from asset-backed securities and other government debt
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Net gains from government agency debt or asset-backed securities sold through an exchange
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Section 210-A.5(a)(2)(D) QFI
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for Section 210-A.5(a)(2)(D). UltraTax CS marks the related box on the form.
Interest from corporate bonds
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Net gains from corporate bonds sold through broker/dealer or licensed exchange
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Net interest from reverse repurchase and securities borrowing agreements
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Interest from federal funds
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Section 210-A.5(a)(2)(I) QFI
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for Section 210-A.5(a)(2)(I). UltraTax CS marks the related box on the form.
Net income from sales of physical commodities
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Section 210-A.5(a)(2)(J) QFI
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for Section 210-A.5(a)(2)(J). UltraTax CS marks the related box on the form.
Section 210-A.5(a)(2)(H) QFI
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for Section 210-A.5(a)(2)(H). UltraTax CS marks the related box on the form.
Section 210-A.5(a)(2)(G) QFI
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for Section 210-A.5(a)(2)(G). UltraTax CS marks the related box on the form.
Interest from other financial instruments
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Section 210-A.5(b) group box
Brokerage commissions
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Margin interest earned on behalf of brokerage accounts
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Fees for advisory services for underwriting or management of underwriting
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Receipts from primary spread of selling concessions
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Receipts from account maintenance fees
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Fees from management or advisory services
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Interest from an affiliated corporation
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Section 210-A.5(c) group box
Interest, fees, and penalties from credit cards
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Service charges and fees from credit cards
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Receipts from merchant discounts
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Receipts from credit card authorizations and settlement processing
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Other credit card processing
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Section 210-A.5(d) group box
Receipts from certain services to investment companies
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Section 210-A.5a group box
Net global intangible low-taxed income
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Form CT-3, Part 6.
Worksheet A group box
Gross proceeds from sales of loans secured by real property
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Worksheet A.
Net gains from sales of loans secured by real property
Use this field to enter the amount for both in state and everywhere. UltraTax CS transfers the amount to Worksheet A.
Gross proceeds from sales of loans not secured by real property
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Worksheet A.
Net gains from sales of loans not secured by real property
Use this field to enter the amount for both in state and everywhere. UltraTax CS transfers the amount to Worksheet A.
Gross proceeds from all other asset backed securities not reported on line 20
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Worksheet A.
Net gains from all other asset-backed securities
Use this field to enter the amount for both in state and everywhere. UltraTax CS transfers the amount to Worksheet A.
Gross proceeds from other sales of corporate bonds not reported on line 23
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Worksheet A.
Net gains from other corporate bonds
Use this field to enter the amount for both in state and everywhere. UltraTax CS transfers the amount to Worksheet A.
Worksheet B group box
Net gains from all other financial instruments of one type
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Worksheet B.
Net gains from all other financial instruments of a second type
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Worksheet B.
Net gains from all other financial instruments of a third type
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Worksheet B.
Other income from all other financial instruments of one type
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Worksheet B.
Other income from all other financial instruments of a second type
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Worksheet B.
Other income from all other financial instruments of a third type
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Worksheet B.
Dividends from stock that is business capital
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Worksheet B.
Net gains from sales of stock that is business capital
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Worksheet B.
Net gains from sales of partnership interests
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Worksheet B.
Worksheet C group box
MTM net gains from sales of loans secured by real property
Use these fields to enter amounts for either New York Section 210-A.5(a)(2)(J)(ii) or 210-A.5(a)(2)(J)(iii) and everywhere. UltraTax CS transfers the amounts to Worksheet C.
MTM net gains from sales of loans not secured by real property
Use these fields to enter amounts for either New York Section 210-A.5(a)(2)(J)(ii) or 210-A.5(a)(2)(J)(iii) and everywhere. UltraTax CS transfers the amounts to Worksheet C.
MTM net gains from federal debts
Use these fields to enter amounts for either New York Section 210-A.5(a)(2)(J)(ii) or 210-A.5(a)(2)(J)(iii) and everywhere. UltraTax CS transfers the amounts to Worksheet C.
MTM net gains from NYS and its political subdivisions debt
Use these fields to enter amounts for either New York Section 210-A.5(a)(2)(J)(ii) or 210-A.5(a)(2)(J)(iii) and everywhere. UltraTax CS transfers the amounts to Worksheet C.
MTM net gains from other states and their political subdivisions debt
Use these fields to enter amounts for either New York Section 210-A.5(a)(2)(J)(ii) or 210-A.5(a)(2)(J)(iii) and everywhere. UltraTax CS transfers the amounts to Worksheet C.
MTM net gains from government agency debt or asset-backed securities sold through an exchange
Use these fields to enter amounts for either New York Section 210-A.5(a)(2)(J)(ii) or 210-A.5(a)(2)(J)(iii) and everywhere. UltraTax CS transfers the amounts to Worksheet C.
MTM net gains from all other asset-backed securities
Use these fields to enter amounts for either New York Section 210-A.5(a)(2)(J)(ii) or 210-A.5(a)(2)(J)(iii) and everywhere. UltraTax CS transfers the amounts to Worksheet C.
MTM net gains from corporate bonds sold through broker/dealer or licensed exchange
Use these fields to enter amounts for either New York Section 210-A.5(a)(2)(J)(ii) or 210-A.5(a)(2)(J)(iii) and everywhere. UltraTax CS transfers the amounts to Worksheet C.
MTM net gains from other corporate bonds
Use these fields to enter amounts for either New York Section 210-A.5(a)(2)(J)(ii) or 210-A.5(a)(2)(J)(iii) and everywhere. UltraTax CS transfers the amounts to Worksheet C.
MTM net gains from sales of physical commodities
Use these fields to enter amounts for either New York Section 210-A.5(a)(2)(J)(ii) or 210-A.5(a)(2)(J)(iii) and everywhere. UltraTax CS transfers the amounts to Worksheet C.
MTM net gains from all other financial instruments of one type
Use these fields to enter amounts for either New York Section 210-A.5(a)(2)(J)(ii) or 210-A.5(a)(2)(J)(iii) and everywhere. UltraTax CS transfers the amounts to Worksheet C.
MTM net gains from all other financial instruments of a second type
Use these fields to enter amounts for either New York Section 210-A.5(a)(2)(J)(ii) or 210-A.5(a)(2)(J)(iii) and everywhere. UltraTax CS transfers the amounts to Worksheet C.
MTM net gains from all other financial instruments of a third type
Use these fields to enter amounts for either New York Section 210-A.5(a)(2)(J)(ii) or 210-A.5(a)(2)(J)(iii) and everywhere. UltraTax CS transfers the amounts to Worksheet C.
MTM net gains from sales of stock that is business capital
Use this field to enter the amount for both in state and everywhere. UltraTax CS transfers the amount to Worksheet C.
MTM net gains from sales of partnership interests
Use this fields to enter the amount for both in state and everywhere. UltraTax CS transfers the amount to Worksheet C.
Discretionary adjustments
Use these fields to enter amounts for both in state and everywhere. UltraTax CS transfers the amounts to Worksheet C.