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Shareholder Information > New York tab
Show all hidden content
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 — New York information group box
Nonresident filer
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 you don't enter a code, UltraTax CS defaults to calculating withholding for the shareholder.
Code | Description |
|---|---|
1 | Withholding (default) .This is the default filing for nonresident shareholder when you do not select a code from the dropdown list. Select 1 to indicate the shareholder is subject to withholding on Form IT-2658. |
2 | Exempt from withholding and exemption certificate required .Select 2 to indicate the shareholder is exempt from withholding and an affidavit is required for the nonresident shareholder. UltraTax CS completes Form IT-2658-E. |
3 | Exempt from withholding and exemption certificate on file .Select 3 to indicate the shareholder is exempt from withholding and an affidavit is already on file. UltraTax CS does not complete Form IT-2658-E for this shareholder. |
4 | Composite filer .Select 4 to indicate the corporation is filing a composite return on behalf of the nonresident shareholder. If you select this option, UltraTax CS completes Form IT-203-S for participating nonresident shareholders. |
Shareholder residency status
If the shareholder is a resident of New York City or Yonkers, select the shareholder's residency status from the dropdown list, otherwise, leave the field blank. If the field is blank, UltraTax CS uses the Resident state at year end field in the
Shareholder
tab to determine if the shareholder is a NYS resident or nonresident.Supplemental information
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
NYKSep
screen. UltraTax CS prints the information you enter in this statement in the Shareholder Worksheet statements.Composite return group box
Member of other group return
Mark this checkbox if the shareholder is a member of additional group returns.
Estimated tax paid
Enter the amount of estimated payments made on behalf of the shareholder.
Penalty and interest due
Enter the total penalties and interest calculated on behalf of the individual shareholder included in the group return. UltraTax CS transfers this amount to Form IT-203 S-ATT, Column K.
Tax paid with extension
Enter the amount of the extension payment made on behalf of the shareholder. UltraTax CS calculates the group extension but doesn't assign the calculated amount to individual shareholders.
Form IT-2659 group box
Income (Force)
Enter the nonresident's income for the current year if different from the calculated amount. You can enter zero, if applicable.
Partnership deductions
Enter the amount of partnership deductions for the shareholder.
Credits (Force)
Enter the nonresident's credits which were eligible to be taken if different from the calculated amount. You can enter zero, if applicable.
Tax paid on behalf of shareholder
Enter the tax paid on behalf of the shareholder.