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Federal input screens

Shareholder Information > Idaho 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 & buttons — Idaho 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 type of nonresident filing to be made by the shareholder. If the shareholder is a nonresident, UltraTax CS defaults to calculating withholding for the shareholder.
Code
Description
1
Withholding (default)
.
This is the default filing option for a nonresident shareholder when a code is not selected from the dropdown list. Select
1
 option to indicate the shareholder is subject to withholding on Form PTE-01 and PTE-12.
2
Composite filer
.
Select
2
 to indicate the corporation is filing a return and paying the tax due on behalf of a nonresident shareholder and an exception certificate is required. UltraTax CS calculates the tax due on behalf of all nonresidents who made this election, and reports the amount on Form 41S, Page 2.
3
Nonresident owner agreement required
.
Select
3
 if the nonresident shareholder elects to file their own Idaho income tax returns and make payments of all taxes. UltraTax CS completes Form PTE-NROA.
Use this statement for supplemental information specific to each shareholder and only for items that are not pro-rata. If you have pro-rata items that need to be reported to each shareholder, use the
IDAdj
 screen. UltraTax CS prints the information you enter here on to Idaho's Schedule K-1 if there's  space. Otherwise, UltraTax CS prints the information on a supporting statement.
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