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Screen INGen - Indiana General Information (1040)

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Return Information

Dependents - First Time Claimed
Use this statement to identify qualifying dependent children who are being claimed by the taxpayer for the first time. If the child qualifies for the "Additional Exemption" on Schedule IN-DEP and is also designated as being claimed for the first time, then the "First Time" exemption box is marked on Schedule IN-DEP.
important
This statement is used only to determine First-Time exemption. Use the Dependents statement on federal Screen 1040 for anything else related to claiming Dependents on Schedule IN-DEP or Schedule IN-DEP-A.
Salary, wage, tip, and commission received from IL, KY, MI, OH, PA, or WI (Force)(Schedule 7)(Residents Only)
For residents, IL, KY, MI, OH, PA, and WI wages you enter in the federal
W2
 screen displays on Schedule 7. Use this field to override the calculated amount. This information is for reporting purposes only and doesn't affect the calculation of state or county income tax.

Authorization to Discuss with Taxing Authority

When authorized, the personal representative and contact information defaults to the preparer assigned to the return and the firm contact info. Use the fields to change the info reported on the return. Select
Setup
,
1040
,
Federal
 tab,
New Return Options
, and in
Authorize discussion...
, select
Yes
.
Personal representative information (If different from preparer and firm information)
If the personal representative has a foreign address you'll need to enter the entire address, including Foreign province code and foreign country code, in the electronic file.

County Tax

County of residence (As of January 1, )
Select the county or state where the taxpayer lived as of January 1, . Use code
00
 if the taxpayer lived in a state other than Illinois, Kentucky, Michigan, Ohio, Pennsylvania, or Wisconsin or if an Indiana resident is a qualified military personnel.
If preparing a prior year return, enter the County of residence as of January 1 of the tax year.
County of employment (As of January 1, )
Select the county or state where the taxpayer worked as of January 1, . If the taxpayer worked in a state other than Illinois, Kentucky, Michigan, Ohio, Pennsylvania, or Wisconsin, use code
00
.
If preparing a prior year return, enter the County of employment as of January 1 of the tax year.
Principal employment income (Force)
Principal employment income defaults to Indiana wage income on Form W2, Box 16 (not 18) plus federal Schedule C income. Use this field to override the calculated amount.
Principal employment income is from wages earned while resident of KY, MI, OH, PA, WI
These fields apply only to part-year and nonresident taxpayers who are filing Form IT-40PNR instead of Form IT-40RNR. When you select these fields, county exemptions aren't available on Form CT-40PNR. If you leave these fields blank, the proration percentage from Schedule A is applied to the county exemptions shown on Form CT-40PNR.
Kentucky income from Breckenridge, Hancock or Meade
Enter income from the Kentucky counties of Breckenridge, Hancock, or Meade to calculate the county tax. This applies only to taxpayers taxed at the Perry County Resident rate.
Exemption allocation (Force)
County exemptions for dependents, additional children, 65 or blind, and low-income optimize between taxpayer and spouse automatically. You can enter different amounts here.
Deductions to income taxable to county of employment (Force)
Federal data entry, amounts from the Indiana AGI Worksheet, and amounts from the
INAdj
screen calculate the deductions to county income on Form IT-40RNR or Section 2 of Schedules CT-40 and CT-40PNR. You can enter different amounts here.

This article applies to:

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

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