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Screen DCPY - District of Columbia Part-year Resident Information (1040)

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Overview

Use this screen to calculate a part-year return.
note
This screen appears only if you specify that the state return is a part-year return. To do this, select File, then Client Properties, then the District of Columbia tab, and then select the checkbox for part-year resident.

Part-year Resident Information

Use this section to enter additional information needed to process part-year resident returns.
District of Columbia residency dates: From / To
Enter the beginning and ending dates of residency in the District of Columbia. These dates are used to prorate exemptions and standard deductions and to allocate certain income items shown on the District of Columbia AGI Worksheet to the resident period.
Dependent information
The information in the statement window is transferred from the
Dependent information
 statement window in federal Screen 1040. Dependents coded as anything other than spouse are attributed to the taxpayer for married filing combined separate purposes. Part-year returns claiming the child and dependent care credit should complete the Days in Home and Claimed in the Fed 2441 statement window columns for preparation of Form D-2441, where applicable.
note
Nondependents entered in the
Qualifying person information for nondependents
 field in the federal  Cr screen with postal code
DC
 transfer directly to Form D-2441.
Providers and expenses
Provider information entered in the federal Cr screen transfers to this statement window. Complete the Relation, if any, Period From and Incurred To statement window columns for preparing Form D-2441.

Itemized Deductions Adjustments

Use this section to enter additional information needed to process part-year resident returns.
Itemized deductions (DC portion of Fed Schedule A, line 17)
The amount shown on the Calculation D Worksheet, line b defaults to using the amount on federal Schedule A, line 17. Enter the amount of total itemized deductions that are attributable to the period the client was considered a resident of the District. If all the federal itemized deductions apply to the period of residency in the District of Columbia, enter the total amount of the itemized deductions to clear the diagnostic.
Total taxes paid (DC portion of Fed Schedule A, line 7)
The amount shown on the Calculation D Worksheet, line c defaults to using the amount from the federal Schedule A, line 7. Enter the amount of the total taxes paid that are attributable to the period the client was considered a resident of the District.
State and local real estate tax deduction (DC portion of Fed Schedule A, line 5b)
The amount shown on the Calculation D Worksheet, line e defaults to using the amount from the federal Schedule A, line 5b. Enter the amount of the state and local real estate tax deduction that is attributable to the period the client was considered a resident of the District.
Other taxes deduction (DC portion of Fed Schedule A, line 6)
The amount shown on the Calculation D Worksheet, line f defaults to using the amount from federal Schedule A, line 6. Enter the amount of the other taxes deduction that is attributable to the period the client was considered a resident of the District.

AGI Worksheet State Amounts

Schedule D (Force)
For part-year returns, use these fields to enter an amount different from the calculated amount in the State Amount columns of the District of Columbia 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. You need to review returns with PAL and basis adjustments, and PAL and capital loss carryovers, for Schedule D as well as Form 4797 in-state amounts.
Form 4797 (Force)
For part-year returns, use these fields to enter an amount different from the calculated amount in the State Amounts columns of the District of Columbia 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. You need to review returns with PAL, basis, and at-risk adjustments for Schedule E in-state amounts.
Schedule E (Force)
Use these fields to adjust part-year returns for the District of Columbia AGI Worksheet, Rents, Royalties line, State Amount column. Amounts entered in these fields combine automatically with amounts calculated on an in-state basis for federal Schedule E. These calculated amounts are based on the
Postal code
 entered in UltraTax/1040 for items related to Schedule E.
Additional amounts to enter in this field are in-state net amounts for PAL, At-risk, and Basis adjustments when a return includes PAL, At-risk, and Basis activities applicable to multiple states.
Net operating loss carryover
For part-year residents, use these fields only when completing the State Amounts columns of the District of Columbia AGI Worksheet for the Net operating loss carryover included in the Other income line.
UltraTax CS defaults to the amount of net operating loss carryover in the Federal Amounts column to the taxpayer when the federal filing status is married filing joint. You need to enter the portion of the federal net operating loss carryover applicable to the state in the
Net operating loss carryover
 taxpayer and spouse fields.

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