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Screen ALItmd - Alabama Itemized Deductions (1040)
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Overview
Use this screen to complete Alabama Schedule A, Form 4952A, and Form NOL-85. In most cases, the Schedule A amounts defaults to the amounts from the federal return. Amounts from the federal return are transferred to the statement windows in this screen. The statement windows in this screen include a
Resident Schedule A Amount
column and a Part-Year Schedule A Amount
column; the amounts that appear in each are determined by the Postal code
entry in the federal A
screen. The resident column includes items with all postal codes, including blank. The part-year resident column includes only amounts with an AL
postal code. Residency status determines which total is used on Form 40, Schedule A. Use the Force
column to add or modify any item in the statement window.note
If you prepared an Alabama return in 2018 with UltraTax/1040 and proforma'd the client data to , UltraTax CS automatically completes line 6 of Alabama Schedule A using the amount of self-employment tax of the prior-year Form 1040.
Medical Expenses
Use this section to complete the Medical and Dental Expenses section of Schedule A.
Medical and dental expenses
Amounts you enter in the
Medical and dental expenses
, Insurance premiums
, and Prescription drugs
statement windows in the federal A
screen transfer to this statement window.Miles driven
Use this field to override the medical mileage for Alabama. If you leave this field blank, medical mileage defaults to the amount on the federal return.
SE health insurance premiums (Force)
Use this field to override the calculated self-employment health insurance premiums enabled on the Alabama Schedule A.
Long-term care premiums (Force)
Use this field to override the long-term care premiums deduction on Alabama Schedule A. If you leave this field blank, the long-term care premiums deduction defaults to the amount you enter in the federal
A
screen, Itemized Deductions
.Tax Expenses
Use this section to complete the Taxes You Paid section of Schedule A.
Real estate taxes
Amounts you enter in the
Real estate taxes
statement window in the federal A
screen, together with any personal residence real estate tax amounts from federal Form 8829, automatically transfer to this statement window.FICA tax (Force)
Use this field to override the calculated FICA tax deduction. If you leave this field blank, the deduction defaults to the FICA amount calculated by the federal return and any indicated railroad retirement.
Railroad retirement (Force)
Enter Tier 1 Railroad Retirement taxes. UltraTax CS transfers these taxes to Alabama Schedule A, line 7.
Other taxes
Amounts from the
Other taxes
statement window and Personal property taxes
in the federal A
screen automatically transfer to this statement window. Enter any additional taxes paid in this statement window.Local taxes
Local tax amounts from the
State and local tax
statement window in the federal A
screen automatically transfer to this statement window. Enter any additional local taxes paid that are amounts not entered elsewhere in this statement window.Interest Expenses
Use this section to complete Form NOL-85, line 3a and the Interest You Paid and Casualty and Theft sections of Alabama Schedule A.
Home mortgage interest: From Form 1098
Amounts entered in the
Home mortgage interest from Form 1098
statement window in the federal A
screen, home mortgage interest from the Home Mortgage Limit Worksheet, a personal residence home mortgage interest from Form 8829, and deductible points from Form 1098 automatically transfer to this statement window. Amounts entered in the federal Source Data entry Form 1098 statement window transfer automatically to the form. Enter any other amounts.Home mortgage interest: Other
Amounts you enter in the
Home mortgage interest, Other
statement window in the federal A
screen automatically transfer to this statement window. Enter any other amounts.Refinancing points paid
Amounts you enter in the
Refinancing points
statement window in the federal A
screen automatically transfer to this statement window. Amounts entered in the federal Source Data entry Form 1098 statement window transfer automatically to the form. Enter any other amounts. To change the amount, use the Force
column of the statement window.Mortgage insurance premiums
Amounts of mortgage insurance premiums from the
Home mortgage interest From Form 1098
statement window in the federal A
screen automatically transfer to this statement window. Amounts entered in the federal Source Data entry Form 1098 statement window transfer automatically to the form. Enter any other amounts.Investment interest
Amounts from the
Investment interest
statement window in the federal A
screen, together with the investment interest from the Home Mortgage Interest Worksheet, automatically transfer to this statement window. Enter any other amounts.Disallowed investment int (Force)
The amount you enter here transfers to Form 4952A, line 2. If you leave this field blank, disallowed investment interest defaults to the amount on federal Form 4952.
Adjustment to investment income
Use this field to enter an adjustment to the calculated investment income amount Form 4952A, line 4.
Casualty or theft loss (Force)
Use this field to enter an amount to force the deductible casualty and theft loss. If you leave this field blank, UltraTax CS defaults to the federal amount.
Charitable Contributions
Use this section to complete the Gifts to Charity section of Alabama Schedule A.
Cash or check
Amounts you enter in the
Cash or check
statement window in the federal A
screen automatically transfer to this statement window. Enter any other amounts.Miles driven (Force)
Use this field to force the charitable mileage amount if it's different for Alabama. If you leave this field blank, charitable mileage defaults to the amount on the federal return.
Noncash
The amounts you enter in the
Noncash
statement window, together with amounts from the Goodwill
and Salvation Army
fields in the federal A
screen, automatically transfer to this statement window. Enter any other amounts.Form 8283 amounts
The 20, 30, and 50 percent limited amounts as calculated on federal Form 8283 transfer to this statement window. Enter any other amounts in this field.
Miscellaneous Expenses
Use this section to complete the Job Expenses and Other Miscellaneous Deductions sections of Alabama Schedule A, and the Business Deductions section of Form NOL-85.
Unreimbursed employee expenses
The amounts you enter in the
Unreimbursed exp
statement window in the federal A
screen, together with the amount of the deduction from federal Form 2106, automatically transfer to this statement window. Enter any other amounts.Union dues (Force)
Use this field to force the union dues amount if it's different for Alabama. If you leave this field blank, union dues default to the amount on the federal return.
Tax preparation (Force)
Use this field to force the tax preparation amount if it's different for Alabama. If you leave this field blank, UltraTax CS defaults to the federal amount. Note that this amount is not included in the calculation of Form NOL-85, Other miscellaneous business deductions line.
Section 179 carryover
This field is used when there are differences between the federal and Alabama calculation of the 179 limitation. Enter last year's Section 179 carryover for this activity if different from the federal amount. For the current year, the Section 179 deduction is calculated based on Alabama income and any resulting carryover is automatically proforma'd to this field next year.
Hobby expenses
The amounts you enter in the
Hobby expenses
statement window in the federal A
screen automatically transfer to this statement window. UltraTax CS limits the expenses enabled to the total amount of hobby income as calculated by UltraTax/1040 and as adjusted on the Alabama return. Enter any other amounts.Investment expenses
The amounts you enter in the
Investment expenses
statement window in the federal A
screen automatically transfer to this statement window. UltraTax CS includes investment interest amounts from the ALK1
and ALK1T
screens at print time. Enter any other amounts.Other expenses
The amounts you enter in the
Other expenses
statement window and Safe deposit rent
in the federal A
screen, the Schedule Q amounts you enter in the REMIC
statement window in the federal B&D
screen, the federal Form 4684 gains / losses from casualty theft, and the federal Form 4797 gain / loss amount for individual returns automatically transfer to this statement window. Enter any other amounts.Bond premium amortization
The amounts from the
Bond premium amortization
statement window in the federal A
screen automatically transfer to this statement window.Gambling losses
The amounts from the
Gambling losses
statement window in the federal A
screen automatically transfer to this statement window. UltraTax CS limits the losses enabled to the total amount of gambling income as calculated by UltraTax/1040 and as adjusted on the Alabama return.Home office expense (Force)
UltraTax CS defaults the home office expense deduction to the amount from the Unreimbursed employee expenses line of federal Schedule A. Use this field to force an amount if it's different for Alabama.