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Apportionment Information > MTA, NYC > New York City > Section 11.654.2(5) dialog (1120-NY)
Use the fields in this dialog to enter apportionment information for Section 11.654.2(5).
To open this window, select the
New York
of the Apportionment Information window, MTA, NYC
, the New York City
tab in the MTA, NYC window, then Section 11.654.2(5)
in the New York City
tab.note
You must have a New York return open to open this window.
Fields & buttons
Section 11.654.2(5)(a)(1) group box
Elect to use the fixed percentage method for qualified financial instruments
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for qualified financial instruments. UltraTax CS marks the related box on the form.
Section 11.654.2(5)(a)(2) group box
Section 11.654.2(5)(a)(2)(i) QFI
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for Section 11-654.2(5)(a)(2)(i). UltraTax CS marks the related box on the form.
Interest from loans secured by real property
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Net gains from sales of loans secured by real property
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Interest from loans not secured by real property
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Net gains from sales of loans not secured by real property
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Section 11.654.2(5)(a)(2)(ii) QFI
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for Section 11-654.2(5)(a)(2)(ii). 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 NYC-2.5.
Net gains from federal debts
Use these fields to enter everywhere amounts. UltraTax CS transfers the amounts to Form NYC-2.5.
Interest from debt of NYS or its political subdivisions, including NYC
Use these fields to enter everywhere amounts. UltraTax CS transfers the amounts to Form NYC-2.5.
Gains from debt of NYS or its political subdivisions, including NYC
Use these fields to enter everywhere amounts. UltraTax CS transfers the amounts to Form NYC-2.5.
Interest from debt of other states or their political subdivisions
Use these fields to enter everywhere amounts. UltraTax CS transfers the amounts to Form NYC-2.5.
Gains from debt of other states and their political subdivisions
Use these fields to enter everywhere amounts. UltraTax CS transfers the amounts to Form NYC-2.5.
Section 11.654.2(5)(a)(2)(iii) QFI
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for Section 11-654.2(5)(a)(2)(iii). UltraTax CS marks the related box on the form.
Interest from asset-backed or government securities
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Gains from government agency debt or asset-backed securities sold through an exchange
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Gains from all other asset-backed securities
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Section 11.654.2(5)(a)(2(iv) QFI
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for Section 11-654.2(5)(a)(2)(iv). UltraTax CS marks the related box on the form.
Interest from corporate bonds
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Gains from corporate bonds sold through broker / dealer or licensed exchange
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Gains from other corporate bonds
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Interest from reverse repurchase and securities borrowing agreements
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Interest from federal funds
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Section 11.654.2(5)(a)(2)(xi) QFI
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for Section 11-654.2(5)(a)(2)(xi). UltraTax CS marks the related box on the form.
Income from sales of physical commodities
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Section 11.654.2(5)(a)(2)(x) QFI
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for Section 11-654.2(5)(a)(2)(x) . UltraTax CS marks the related box on the form.
Marked to market net gains
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Section 11.654.2(5)(a)(2)(viii) QFI
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for Section 11-654.2(5)(a)(2)(viii). UltraTax CS marks the related box on the form.
Section 11.654.2(5)(a)(2)(vii) QFI
Mark this checkbox to indicate the corporation is electing to use the fixed percentage method for Section 11-654.2(5)(a)(2)(vii). UltraTax CS marks the related box on the form.
Interest from other financial instruments
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Gains and other income from other financial instruments
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Section 11.654.2(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 NYC-2.5.
Margin interest earned on behalf of brokerage accounts
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Fees for advisory services for underwriting or management of underwriting
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Receipts from primary spread of selling concessions
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Receipts from account maintenance fees
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Fees for management of advisory services
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Interest from an affiliated corporation
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Section 11.654.2(5)(c) group box
Interest, fees, and penalties from credit cards
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Service charges and fees from credit cards
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Receipts from merchant discounts
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Receipts from credit card authorizations and settlement processing
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Other credit card processing
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Section 11.654.2(5)(d) group box
Receipts from certain services to investment companies
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Section 11.654.2(5-a) group box
Net global intangible low-taxed income
Use these fields to enter amounts for everywhere. UltraTax CS transfers the amounts to Form NYC-2.5.
Worksheet A group box
Gross proceeds from sales of loans secured by real property
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Worksheet A.
Gross proceeds from sales of loans not secured by real property
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Worksheet A.
Gross proceeds from all other asset backed securities not reported on line 20
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Worksheet A.
Gross proceeds from other sales of corporate bonds not reported on line 23
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Worksheet A.
Worksheet B group box
Net gains from all other financial instruments
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Worksheet B.
Other income from other financial instruments
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Worksheet B.
Dividends from stock that is business capital
Use these fields to enter amounts for in the city 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 in the city and everywhere. UltraTax CS transfers the amounts to Worksheet B.
Net gains from sales of partnership interests
Use these fields to enter amounts for in the city 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 City Section 11-654.2(5)(a)(2)(x)(B) or Section 11-654.2(5)(a)(2)(x)(C) 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 City Section 11-654.2(5)(a)(2)(x)(B) or Section 11-654.2(5)(a)(2)(x)(C) 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 City Section 11-654.2(5)(a)(2)(x)(B) or Section 11-654.2(5)(a)(2)(x)(C) 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 City Section 11-654.2(5)(a)(2)(x)(B) or Section 11-654.2(5)(a)(2)(x)(C) 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 City Section 11-654.2(5)(a)(2)(x)(B) or Section 11-654.2(5)(a)(2)(x)(C) 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 City Section 11-654.2(5)(a)(2)(x)(B) or Section 11-654.2(5)(a)(2)(x)(C) 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 City Section 11-654.2(5)(a)(2)(x)(B) or Section 11-654.2(5)(a)(2)(x)(C) 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 City Section 11-654.2(5)(a)(2)(x)(B) or Section 11-654.2(5)(a)(2)(x)(C) 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 City Section 11-654.2(5)(a)(2)(x)(B) or Section 11-654.2(5)(a)(2)(x)(C) 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 City Section 11-654.2(5)(a)(2)(x)(B) or Section 11-654.2(5)(a)(2)(x)(C) and everywhere. UltraTax CS transfers the amounts to Worksheet C.
MTM net gains from other financial instruments
Use these fields to enter amounts for either New York City Section 11-654.2(5)(a)(2)(x)(B) or Section 11-654.2(5)(a)(2)(x)(C) 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 everywhere. UltraTax CS transfers the amounts to Worksheet C.
MTM net gains from sales of partnership interests
Use this field to enter the amount for everywhere. UltraTax CS transfers the amounts to Worksheet C.
Discretionary adjustments
Use these fields to enter amounts for in the city and everywhere. UltraTax CS transfers the amounts to Worksheet C.