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Screen HIExt - Hawaii Extension and Payments (1040)

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Overview

Use this screen to complete Form N-200V. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-HI shows it on the form only, not in the input screen.

General Information

Use this section to calculate an extension and extend the due date of the return.
Calculate extension
Enter
X
 in this field to calculate the extension. To print the extension, select
File
, then
Print Extensions
. UltraTax CS also enters the due date in
Extended due date
.
Extended due date
If an extension is printed by selecting or an entry is made in
Calculate extension
, the extended due date automatically appears in this field. Otherwise, the date manually entered in this field is used as the extended due date in the filing instructions and when calculating late filing penalties.
Extension payment actually made; reportable on main return
Each time you print the extension (via
File
, then
Print Extensions
), UltraTax CS:
  • calculates the extension payment amount and enters it in this field, and
  • prints this amount on the main return, not on the extension.
Alternatively, you can overrule the calculated amount by entering the amount actually paid with the current-year extension in this field. UltraTax CS then displays the new amount in black.
note
  • To delete the overruled amount and restore the original calculated amount, right-click the field and select
    Delete overrule
    .
  • To verify the accuracy of the overruled amount, right-click the field and select
    Acknowledge overruled data
    . UltraTax CS then turns off 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 overruled the calculated amounts and to list all overruled amounts in the
    Diagnostics
     window.
Balance due on extension (Force)
If you enter an amount here, UltraTax CS calculates the amount of total tax using the estimated payments and withholding entered, marks
Calculate extension
, completes
Extended due date
, and transfers the amount that you enter in
Extension payment actually made; reportable on main return
.
Additional payment
Enter the payment amount and the date of the payment. This information is used in the calculation of late filing payment penalties and interest.

Payments

Use this section to enter payments not entered elsewhere in UltraTax CS. UltraTax CS uses this information to complete portions of Form N-11 or N-15, as well as in the calculations for Form N-210.
Withholding
Enter any additional withholding payments reported on Hawaii Form N-2, Individual Housing Account. This amount is combined with the Hawaii income taxes withheld on Form N-11 or Form N-15. Any amounts entered in this field are also included as part of the state and local income taxes paid or withheld amount on the Hawaii Itemized Deductions Worksheet.
Withholding payments reported on Forms N-2 and N-4 will require the Hawaii tax return to be paper filed along with withholding forms attached.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual
  • State: Hawaii

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