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Federal input screens

Shareholder Information > Alabama tab

Use the state tabs in the
Shareholder Information
 window to enter state-specific information for shareholders. State tabs appear only if you've added states to the return.
To update a shareholder's state-specific information, select the shareholder in the
Shareholder Information
 window, then the state tab.

Fields and buttons — Alabama information group box

If the shareholder is a nonresident, enter a code from the following table or select the code from the dropdown list to indicate the nonresident filing type for the shareholder. If the shareholder is a nonresident, UltraTax CS defaults to nonresident income tax agreement required.
Code
Description
1
Nonresident income tax agreement required (default)
.
This is the default filing for nonresident shareholder when a code is not selected from the dropdown list. Select 1 to indicate an agreement is required for the nonresident shareholder. UltraTax CS completes Schedule NRA.
2
Nonresident income tax agreement on file
.
Select 2 to indicate the shareholder agreement is already on file. UltraTax CS does not complete Schedule NRA for this shareholder.
3
Composite filer
.
Select 3 to indicate the corporation is filing a composite return on behalf of the nonresident shareholder. UltraTax CS completes Form PTE-C for participating nonresidents if the corporation has not elected to pay the tax at the entity level on Form EPT.
Enter an entity type for use on Schedules K-1 and PTE-CK-1 if applicable.
If the shareholder is a nominee, mark this checkbox to mark the appropriate field on Schedule K-1.
Use this for supplemental information specific to each shareholder and for items that are not pro-rata. If you have pro-rata items that need to be reported to each shareholder, use the
ALKSep
 screen. UltraTax CS prints the information you enter in this statement dialog in a supporting statement on Alabama's Schedule K-1.

Fields and buttons —Schedule NRA group box

Enter the title of the nonresident shareholder not included on the composite return. UltraTax CS transfers this information to Schedule NRA.
For nonresident shareholders not included on the composite return, enter the code for the optional agent from the following table or choose the code from the dropdown list. UltraTax CS transfers this information to Schedule NRA. If you leave this field blank, the optional agent section of Schedule NRA will be blank.
Code
Description
1
None (default)
.
2
Firm
.
3
Agent
.
Enter the agent's name and address if option
3
 is selected in
Schedule NRA optional agent
. UltraTax CS transfers this information to Schedule NRA.
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