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Federal input screens

Shareholder Information > West Virginia 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 — West Virginia 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 for a nonresident shareholder when you do not select a code from the drop-down list. Select
1
 to indicate the shareholder is subject to withholding on Schedule SP.
2
Exempt from withholding and affidavit on file
.
Select
2
 to indicate the shareholder is exempt from withholding and an affidavit is already on file. UltraTax CS doesn't complete Form WV/NRW-4 for this shareholder.
3
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 WV/NRW-4.
4
Revoke affidavit on file
.
Select
4
 to indicate the shareholder affidavit on file is being revoked. UltraTax CS treats the shareholder as exempt from withholding for the current year and proformas the shareholder as no longer exempt from withholding for the subsequent year.
5
Other exemption from withholding
.
Select
5
 to indicate the shareholder is exempt from withholding based on criterion other than a previously filed Form WV/NRW-4. UltraTax CS treats the shareholder as exempt from withholding.
6
Composite filer
.
Select
6
 to indicate the corporation is filing a composite return on behalf of the nonresident shareholder. UltraTax CS completes Form IT-140 NRC for participating nonresident shareholders. To complete Form IT-140 NRC, select
File
,
Client Properties
, the
West Virginia
 tab, then mark the
IT-140NRC Composite
checkbox.
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
WVKSep
 screen. UltraTax CS prints the information you enter in this statement in the Shareholder Worksheet statements.

Fields and buttons — Withholding information group box

If the shareholder is a trust or estate, enter the West Virginia identification number.
If you enter the spouse's Social Security number, UltraTax CS transfers this information to the West Virginia Nonresident Income Tax Agreement.
Enter the Internal Revenue Service center where the nonresident's federal return is filed. UltraTax CS transfers this information to the West Virginia Nonresident Income Tax Agreement.
Enter the mailing address for the nonresident shareholder, if different from what was entered on the
Shareholder
 tab. UltraTax CS transfers this information to the West Virginia Nonresident Income Tax Agreement.
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