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Federal input screens

Shareholder Information > Missouri 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 — Missouri 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 on Form MO-2NR for the shareholder.
Code
Description
1
Withholding and exemption revocation not required (default)
This is the default filing for the nonresident shareholder when a code is not selected from the drop-down list. Select this option to indicate the shareholder is subject to withholding on Form MO-2NR and the exemption revocation Form MO-3NR is not required for this shareholder.
2
Withholding and exemption revocation required
Select this option to indicate the shareholder is subject to withholding on Form MO-2NR and an affidavit is required for the nonresident shareholder. UltraTax CS completes Form MO-3NR for this shareholder.
3
Exempt from withholding and affidavit on file
Select this option to indicate the shareholder is exempt from withholding and an affidavit is already on file. UltraTax CS does not complete Form MO-3NR for this shareholder.
4
Exempt from withholding and affidavit required
Select this option to indicate the shareholder is exempt from withholding and an affidavit is required for the nonresident shareholder. UltraTax CS completes Form MO-3NR for this shareholder.
5
Composite filer
Select this option to indicate the corporation is filing a composite return on behalf of the nonresident shareholder. UltraTax CS completes Form MO-1040 for participating nonresident shareholders.
Use this statement 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 on the
MOKSep
 screen. UltraTax CS prints the information you enter in this statement dialog in the supplemental information line of the MO Shareholder’s Modifications and Credits Worksheet.

Fields and buttons — Withholding information group box

Enter the date of the nonresident shareholder's previous election for exemption from withholding. This date appears on the revocation of the election for exemption from withholding agreement, Form MO-3NR.
Enter the nonresident shareholder's withholding if tax is not withheld at the state's maximum withholding rate. UltraTax CS uses this amount to calculate withholding on Forms MO-1NR and MO-2NR.
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