Search

Search UltraTax CS Support Help and Support.

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

Process dual-status returns

Select File
, then Client Properties
.

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.

In the Nonresident Alien folder, go to the

DualStat

screen and mark the Dual-status tax year
checkbox.

On the

DualStat

screen, enter income, adjustments, deductions, and withholdings for the statement period.

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.