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Screen CTNRPY - Connecticut Nonresident or Part-year Resident (1040)

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Overview

Use this screen to complete Form CT-1040AW, Schedule CT-SI, and the Connecticut AGI Worksheet.
note
This screen appears only if you mark the state return as a part-year or nonresident return. To do so, choose File > Client Properties > Connecticut tab and verify the applicable Part-year Resident or Nonresident option is selected.

Residency Information and Adjustments

Use this section to complete State Amounts columns in the Connecticut AGI Worksheet for the Capital gain / loss line and Other gain / loss line and to answer Schedule CT-SI, Part 3, residency questions.
Type of move
Enter
1
 to indicate that the taxpayer / spouse moved into Connecticut or
2
 to indicate that the taxpayer / spouse moved out of Connecticut. Data entered in this section is used to allocate special accrual amounts on Form CT-1040AW. If
1
 is entered, special accruals are included in column C of Form CT-1040AW. If
2
 is entered, special accrual amounts are included in column B of Form CT-1040AW.
Income earned from Connecticut sources during nonresident period
Use this field to indicate if income was earned from Connecticut sources during the nonresident period. Enter
1
 to indicate if the taxpayer / spouse earned income from Connecticut sources during the nonresident period. Enter
2
 to indicate if the taxpayer / spouse did not earn income from Connecticut sources during the nonresident period.
Special accruals
This field is only applicable to part-year residents. Enter the amount of any special accruals to be reported on Form CT-1040AW. If the taxpayer was indicated as moving into Connecticut, this amount is included in Form CT-1040AW, column C. If the taxpayer moved out of Connecticut, this amount is included in Form CT-1040AW, column B.

AGI Worksheet State Amounts

Schedule D (Force)
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amount columns of the Connecticut AGI Worksheet for the Capital gain / loss line. UltraTax CS automatically calculates the in-state amounts of Capital gain / loss. These calculated amounts are based on the postal codes entered in UltraTax/1040 for Schedule D related items. Returns with PAL and basis adjustments, and PAL and capital loss carryovers should be reviewed for Schedule D as well as Form 4797 in-state amounts.
Form 4797 (Force)
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amounts columns of the Connecticut AGI Worksheet for the Other gain / loss line. UltraTax CS automatically calculates the in-state amounts for federal Form 4797, Part II. These calculated amounts are based on the postal codes entered in UltraTax/1040 for Form 4797, Part II related items. Returns with PAL and basis adjustments should be reviewed for Form 4797 and Schedule D in-state amounts.
Schedule E (Force)
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amounts columns of the Connecticut AGI Worksheet for the Rents, royalties line. UltraTax CS automatically calculates the in-state amounts for federal Schedule E. These calculated amounts are based on the postal codes entered in UltraTax/1040 for Schedule E related items. Returns with PAL, basis, and at-risk adjustments should be reviewed for Schedule E in-state amounts.
Net operating loss carryover entered as a positive number
For part-year and nonresident returns, use these fields only when completing the State Amounts columns of the Connecticut AGI Worksheet for the Net operating loss carryover included in the Other income line. UltraTax CS defaults the amount of net operating loss carryover in the Federal Amounts column to the taxpayer when the federal filing status is married filing joint. Enter the portion of the federal net operating loss carryover applicable to this state in the
Net operating loss carryover entered as a positive number
 taxpayer and spouse fields.

1040AW Resident Allocation Columns B and D

Use this section to enter detailed allocation information for income and adjustment amounts for the period of residency. UltraTax CS uses the information in this section, as well as the amounts on the AGI Worksheet, to complete columns B and D of Form CT-1040AW. If both an apportionment ratio and an amount are entered for the same income or adjustment item, the information in the
Column B Amt for Res Period (Force)
 field takes precedence.
Column B Allocation Ratio (xxx.x) / Column B Amt for Res Period (Force)
Enter a percentage or amount to apply to Form CT-1040AW, column A. The result transfers to Form CT-1040AW, column B.
Column D Amt for Non-res Period
Enter amounts here to apply to Form CT-1040AW, column C. The result transfers to Form CT-1040AW, column D.

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