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Deductions

Schedule A, line 5 calculation

To reconcile calculations on
Schedule A line 5, State and Local Income Taxes
, the statement calculates from the state withholding fields in various input screens. A
Not Required Statement
 will calculate and reconcile all state withholding inputs.
Select the dropdown next to
Forms View
 and select
Statements
 to view the statement.
note
  • Form W-2, Box 14, Codes 5 (State Disability Insurance Withholding (SDI)) and 8 (WD/UI/HC Withholding) with the following postal codes: CA, NJ, NY, RI, and WA will be included in Schedule A, line 5 per Schedule A Instructions.
  • The statement won’t display or print if Schedule A isn't required to be filed. You can temporarily force Schedule A to print by marking
    2 = Itemized
     in the
    Standard/itemized deduction (force)
     field on the
    1040
     screen in the
    General
     folder.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual

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