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1040 States

Process dual-status returns

  1. Select
    File
    , then
    Client Properties
    .
  2. Use the
    1040
     dropdown list to select the client's residence status at the end of the year:
    • Select
      Individual (1040)
       if the client was a U.S. resident at the end of the year.
      note
      The application will complete Form 1040 and a statement form 1040NR.
    • Select
      Nonresident Alien
       if the client was a U.S. nonresident at the end of the year.
      note
      The application will complete Form 1040NR and a statement form.
  3. In the Nonresident Alien folder, go to the
    DualStat
     screen and mark the
    Dual-status tax year
     checkbox.
  4. On the
    DualStat
     screen, enter income, adjustments, deductions, and withholdings for the statement period.
  5. Choose how to enter statement period information:
    • Enter a percent in
      Statement period percentage
       to apply it to all return income, adjustments, deductions, and withholdings.
      note
      By entering a percent here, you'll turn off the remaining fields on this screen.
    • Enter statement period income, adjustments, deductions, and withholdings in either
      Amount
       or
      Percentage (xxx.xx)
      .
      note
      If you enter a
      Percentage
      , it will be applied to the applicable income, adjustments, deductions, and withholdings reported on the return.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual
  • State: All states,Alabama,Alaska,Arizona,Arkansas,California,Colorado,Connecticut,Delaware,District of Columbia,Florida,Georgia,Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,Massachusetts,Michigan,Minnesota,Mississippi,Missouri,Montana,Nebraska,Nevada,New Hampshire,New Jersey,New Mexico,New York,North Carolina,North Dakota,Ohio,Oklahoma,Oregon,Pennsylvania,Puerto Rico,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont,Virgin Islands,Virginia,Washington,West Virginia,Wisconsin,Wyoming

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