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Screen DEGen - Delaware General Information and Contributions (1040)
Show all hidden content
Overview
Use this screen to complete Form PIT-RES, Delaware Individual Resident Income Tax Return, and Form PIT-NON, Delaware Individual Nonresident Income Tax Return. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-DE only shows it on the form and not on the input screen.
Federal-to-state input screen and asset module data transfer
If information is transferred from federal input screens or from the asset module to a state input screen, the application displays the transferred data in blue; for example: 
.
.You can replace the transferred amount by entering the correct amount in the field. The application then displays the new amount in black.
note
- When you replace a transferred amount, the application doesn't replace that amount with subsequent federal-to-state or asset module data transfers.
- To delete the replaced amount and restore the original transferred amount, right-click the field and select Delete overrule, or simply enter the original amount in the field.
- To confirm the accuracy of the overruled amount, right-click the field and select Acknowledge overruled data. The application then disables the acknowledge functionality from the right-click menu. To restore the original amount later, you will need to enter it manually.
- You can set a user preference to mark fields for which you replaced the transferred amounts and to list all replaced amounts in the Diagnostics window.
Statements
Many data entry fields provide predefined statements in which you can enter additional information. See Statements overview for more information.
Accessing frequently asked questions
To view answers to common questions about calculations and data entry issues, select Help, then Additional Resources, then Frequently Asked Questions. For more information, see Accessing frequently asked questions (FAQs).
Return Information
Married filing status (Force)
UltraTax CS automatically optimizes between filing status married filing joint and married filing combined / separately for taxpayers who filed a joint federal return. If this field is blank, UltraTax CS defaults to optimizing the filing status.
Itemized or standard deduction (Force)
UltraTax CS automatically optimizes between standard deduction and itemized deductions. If this field is blank, UltraTax CS defaults to optimize the deduction. If you select option
3
, UltraTax CS allocates itemized deductions based on the taxpayer's and spouse's percentage of the federal adjusted gross income.Allocate children and other dependents
UltraTax CS automatically optimizes the allocation of children and other dependent exemptions. To force a different allocation, enter the number of dependents to be allocated to the taxpayer and spouse in their respective fields. The numbers entered must equal the total children / other dependents allowed by UltraTax/1040.
Totally disabled
Mark the applicable fields to indicate whether the taxpayer and/or the spouse are totally disabled. This information is used to calculate the age 60 / disability-income exclusion on Forms PIT-RES and PIT-NON.
General footnote
Entries in this statement window proforma from the prior year. The general footnote appears as a separate item in each collation. You can print and attach this statement to the return for informational purposes.
Contributions
Non-Game Wildlife / ... / Combined Campaign for Justice
Use these fields to enter the amount of voluntary contributions to be made to these funds. These amounts reduce any refund (including amounts available to be applied towards next year's estimates) or increase any balance due.
This article applies to:
- PRODUCT: UltraTax CS
- Return type: 1040 Individual
- State: Delaware