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Limits of data exported from UltraTax CS into BNA Income Tax Planner

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Because of how tax data is entered, calculated, and stored in UltraTax CS and in the BNA Income Tax Planner, certain items don't transfer from UltraTax/1040, and others may need changes in BNA after they transfer.
These differences may affect the following areas.
1041 AMT Amounts
BNA and UltraTax CS AMT calculations may be different for passive trusts with AMT preferences.
AMT Force Fields
Amounts entered in the
AMT force
 fields in the UltraTax/1040 AMT screen don't transfer to BNA.
At Risk
The BNA Income Tax Planner only accepts data for at-risk amounts for K-1s. At-risk amounts for activities such as Schedule C and Schedule F aren't accepted. If the client has activities such as these with at-risk limitations, adjust the amounts in BNA after you transfer the data from UltraTax CS.
Casualty/Theft Gains and Losses
BNA doesn't make a distinction between short-term and long-term business and investment casualty/theft gains and losses. If the client has short-term business or investment casualty/theft gains and losses, you'll need to reclassify these gains and losses after transferring the client's data to BNA.
Estimated Tax Payments
BNA doesn't accept the entry of more than 1 estimated payment per quarter. If more than 1 estimated payment was made in a quarter, break the payments into separate quarters in BNA.
Form 8814
Form 8814 information doesn't transfer to BNA. If a client's return requires Form 8814, transfer the client's data into BNA, set up the client as a Minor Child Analysis, and enter Form 8814 income as the minor child income.
Form Overrides
In some cases where information is needed from an UltraTax/1040 screen, such as 1099, K1, or K1T, rather than from a form, overrides on the form aren't transferred to BNA. If you've overridden the amounts on the UltraTax/1040 forms, you may need to make the corresponding adjustments in BNA after the client data transfers.
Form 1099-R Items
Net unrealized appreciation amounts from the UltraTax/1040 1099 screen don't transfer to BNA. If you have multiple units of the 1099 screen with lump sum distributions, and any 1 of them has a death benefit (Section 101b), the UltraTax CS and BNA calculations will differ. In this case, only complete 1 UltraTax CS 1099 screen, with all amounts included.
Penalty Computation
If the client has an underpayment penalty and had estimated payments made by a trust, the BNA and UltraTax CS penalty calculations may differ.
note
This is informational only. You don't need to make an adjustment.
Real Estate Professional
Suspended passive loss carryovers from prior years don't transfer to BNA for activities designated as Real Estate Professional. You'll need to create or change these activities in BNA after the UltraTax CS data transfers.
Schedule D Tax
If the client elected to have any long-term capital gains treated as investment income, and if UltraTax CS calculated a Schedule D, you may need to make adjustments in BNA to reflect the treatment of the capital gains.
Section 179
Section 179 amounts transferred to BNA aren't limited. If the client has activities with Section 179 expense, and if the expense is limited, adjust the income on that activity accordingly in BNA.
Significant Participation Hours
BNA doesn't accept data for significant participation (SPA) hours. You'll need to make any necessary adjustments for SPA activities in BNA to change amounts from passive to active.

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