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Federal input screens

Shareholder Information > Delaware 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 that shareholder in the
Shareholder Information
 window, then the state tab.

Fields and buttons — Delaware information group box

If the shareholder is a nonresident, enter a code from the following table or select the code from the drop-down list to indicate the type of nonresident filing to be made by the shareholder. If the shareholder is a nonresident, UltraTax CS defaults to calculating the shareholder separately as a nonresident.
Code
Description
1
Individual return filer (default)
.
This is the default filing for nonresident shareholder when a code is not selected from the dropdown list. Select
1
 to indicate the shareholder is filing separately as a nonresident filer.
2
Composit filer
Composite.
Select this option to indicate the corporation is filing a composite return on behalf of the nonresident shareholder. UltraTax CS completes Form 200-C for participating nonresident shareholders.
The shareholder's resident state is displayed here.
Enter the state in which the shareholder was a part-year resident. Use this field if you are processing multiple state returns for this client. If applicable, the state uses this information to determine part-year residency status. Enter the state postal code or select the code from the dropdown list.
Enter the dates for which the shareholder was a part-year resident. Use these fields if you're processing multiple-state returns for this client. If applicable, the state uses this information to determine part-year residency status.
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 Section A in the
DEKSep
 screen. UltraTax CS prints the information you enter in this statement dialog in the statements for Schedule A-1.
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