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Screen IACr - Iowa Miscellaneous Credits (1040)
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Overview
Use this screen to complete Form IA 4136, Form IA 148, and to enter other credits, both refundable and nonrefundable. If information transferred from the UltraTax/1040 does not require additional data or coding, UltraTax/1040-IA only shows it on the form, not in the input screen.
Nonrefundable Credits
Use this section to enter information regarding the Textbook and Tuition Credit, Child and Dependent Care Credit and the Early Childhood Development Credit. Other nonrefundable and refundable credits should be reported in this section using the appropriate statement dialog fields.
Textbook and tuition credit
UltraTax CS transfers the names of dependents entered in the federal
Dependents
statement dialog to the statement dialog attached to this field. Enter a description and the amount of the allowable expenses for each applicable dependent. Make only one entry per dependent. UltraTax CS calculates the credit at 25 percent of the deduction up to $250 per entry. The credit is allocated to married filing separately on combined return filers based on the exemption credit.Volunteer firefighter / EMS / Reserve Peace Officer credit
Enter the number of months served as a volunteer fighter or for volunteer emergency medical services in . UltraTax CS calculates the nonrefundable credit based on the number of months served.
Nonrefundable credits
Use the statement dialogs attached to these fields to enter the appropriate Tax Credit Code and all related information for each specific credit claimed. UltraTax CS uses the data entered in this field along with data from calculated forms to calculate Part I and Part IV of Form IA 148, Tax Credits Schedule.
The following credits require the completion of the corresponding form for electronically filed and paper filed returns:
- Form IA 128 - Iowa Research Activities Credit
- Form IA 128S - Iowa Alternative Simplified Research Activities Credit
- Form IA 133 - New Jobs Credit
- Form IA135 - E-85 Gasoline Promotion Tax Credit
- Form IA138 - E15 Plus Gasoline Promotion Tax Credit
- Form IA147 - Franchise Tax Credit
- Form IA 8864 - Biodiesel Blended Fuel Tax Credit
For each of the above credits, there is a separate input screen in the Credits folder.
The total amounts of School Tuition Organization contributions, as reported in the federal A Screen and 8283P1 Screen and 8283P2 Screen, for state use code
13
(School Tuition Organization contributions) are reported in their entirety on Form IA148. Endow Iowa contributions as reported on the federal A Screen with state use code 23
are reported on Form IA148.Refundable Credits
Pass-through entity information
Enter pass-through entity credit information reported on K-1's.
Child and dependent care credit (Force)
Enter amount in this field to force an amount different than the calculated amount.
Early childhood development credit
UltraTax CS transfers the names of dependents (ages 2 through 6 only) entered in the federal
Dependents
statement dialog to this statement dialog. Enter a description and the amount of the allowable expenses for each applicable dependent. Make only one entry per dependent. UltraTax CS calculates the credit at 25 percent of the deduction up to $250 per entry. The credit is allocated to married filing separately on combined return filers based on net income.UltraTax CS transfers the names of children who may reach age 2 during the current year and children who may reach age 6 during the year. For these children, enter only the expenses incurred while the child was eligible for the credit.
Child and dependent care or Early childhood credit (Force)
UltraTax CS calculates both credits and automatically uses the optimum credit. Use this field to force which credit is used.
Adoption expense
Adoption expenses are entered on the federal 8839 Screen. Identify with state use code
6
expenses that qualify for the state adoption credit. UltraTax/1040-IA excludes adoption expenses eligible for the adoption tax credit when calculating the miscellaneous itemized deduction. UltraTax CS also allocates the result to married filing separately on combined return filers based on net income.Refundable credits
Use the statement dialogs to enter the appropriate Tax Credit Code and all related information for each specific credit claimed. UltraTax CS uses the data entered in this field along with data from calculated forms to calculate Part II and Part IV of Form IA 148, Tax Credits Schedule.
Spouse's income (Force)
Enter the spouse's earned income when the filing status is married filing separate or married filing separate on a combined return.
Married filing separately:
An amount needs to be entered in this field to calculate the earned income credit that is to be allocated to the taxpayer.Married filing separately on a combined return or married filing joint:
Use this force field to allocate the federal earned income (displayed on the Iowa Earned Income Tax Credit Worksheet, line 2) to the spouse, the balance is allocated to the taxpayer.