Shareholder Information > Pennsylvania 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 — Pennsylvania 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 PA-20S/PA-65 for the shareholder.
Code
Description
1
Withholding (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 subject to withholding on Form PA-20S/PA-65.
2
Composite
Select this option to indicate the corporation is filing a composite return on behalf of the non-resident shareholder. UltraTax CS completes Form PA-40 NRC for these shareholders.
3
Exempt from withholding
Select
3
to indicate the shareholder exempt from withholding.
Mark this checkbox if the shareholder is an individual single member LLC. UltraTax CS transfers this information to Schedules RK-1 and NRK-1.
Mark this checkbox if the shareholder is a disregarded entity. UltraTax CS transfers this information to Schedules RK-1 and NRK-1.
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
PAKSep
screen. UltraTax CS prints the information you enter in this statement in the RK-1 and NRK-1 statements.
The shareholder's resident state is displayed in this field.
UltraTax CS uses this field to determine residency status when completing Schedules RK-1 and NRK-1 and when allocating Schedules RK-1 and NRK-1 items among resident and nonresident shareholders.
For residents, UltraTax CS calculates Schedule RK-1 without apportionment. For nonresidents, UltraTax CS calculates Schedule NRK-1 with apportioned Pennsylvania amounts. For part-year residents, UltraTax CS calculates Schedule RK-1 with nonapportioned resident part-year amounts and Schedule NRK-1 with apportioned nonresident part-year amounts.
UltraTax CS uses this field to determine residency status when completing Schedules RK-1 and NRK-1 and when allocating Schedules RK-1 and NRK-1 items among resident and nonresident shareholders.
For residents, UltraTax CS calculates Schedule RK-1 without apportionment. For nonresidents, UltraTax CS calculates Schedule NRK-1 with apportioned Pennsylvania amounts. For part-year residents, UltraTax CS calculates Schedule RK-1 with nonapportioned resident part-year amounts and Schedule NRK-1 with apportioned nonresident part-year amounts.
Enter the dates the shareholder was a nonresident.
Enter the Pennsylvania revenue ID in this field. UltraTax CS transfers this information to Partner / Member / Shareholder Directory.
If you need to enter the spouse's Social Security number, UltraTax CS transfers this information to PA Schedule RK-1 or NRK-1.

Fields and buttons — Withholding information group box

Enter the individual shareholder's estimated tax withholding for nonresident shareholders.

Fields and buttons — Schedule RK-1 / NRK-1 amounts group box

Enter Pennsylvania-specific information for Schedules RK-1 and NRK-1.
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