Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
-
Corporations
-
Governments
Success stories
-
A true competitive advantage
Law firm Zarin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
-
Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
-
The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
Questions? We are here to help.
Products
-
Tax, audit & accounting
Recommended products
-
CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
-
CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
-
CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
Questions? We are here to help.
Purchase
Resources
-
Product training
-
Product communities
-
Developers
Highlights
-
2026 SKILLS Showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
-
Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
-
Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Screen IANRPY - Iowa Nonresident or Part-year Resident (1040)
Show all hidden content
Overview
Use this screen to answer the residency questions on Schedule 126, to complete school district coding for part-year and nonresident returns, and to make adjustments to Iowa source amounts appearing on the Iowa AGI Worksheet.
note
This screen appears only if you mark the state return as a part-year or nonresident return. To do so, choose File, Client Properties, and then Iowa tab and verify the applicable part-year resident or nonresident checkbox is marked.
General Information
Residency codes
For married clients, UltraTax CS automatically assigns both spouses the same residency status based on the state return type selected. If the spouses have different residency statuses, select the proper code in this field. Press F4 to select from the seven choices available from the fieldview.
Part-year residency dates
UltraTax CS uses information entered in these fields to complete the corresponding lines on the top of Schedule IA 126. If the federal filing status is married filing joint and either the taxpayer or spouse has moved in or out of Iowa, for purposes of completing the school district and county codes on Form IA 1040, UltraTax CS automatically enters the correct codes. See the Iowa instructions for more information.
Nonresident wage allocation based on days: Percentage of wages to Iowa
To allocate wages earned as a nonresident based on a ratio of the days worked in Iowa to the total days worked everywhere, enter the percentage in the fields provided. UltraTax CS multiplies the amount shown on the Wages and Salaries line of Form IA 1040, Page 1, by the percentage entered in this field. If no amount is entered in these fields, UltraTax CS defaults to W-2 and other applicable information that has been coded with a postal code of
IA
.Reciprocal State Information
Instate taxable wages (Force)
Use these fields to enter Iowa source wages earned while a nonresident of Iowa or for the Military Spouses Residency Relief Act data entry. Exclude any Iowa source wages attributable to Illinois residency. UltraTax/1040-IA uses this information to complete Forms IA 1040 and IA 126 while taking into consideration the Iowa-Illinois Reciprocal Agreement.
AGI Worksheet State Amounts
Use this section to adjust amounts in the State Amount columns of the Iowa AGI Worksheet.
Schedule D (Force)
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amount columns of the Iowa 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. Returns with PAL and basis adjustments, and PAL and capital loss carryovers, should be reviewed for Schedule D as well as Form 4797 in-state amounts.
Form 4797 (Force)
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amounts columns of the Iowa AGI Worksheet for the Other gain / loss line. UltraTax CS automatically calculates the in-state amounts for federal Form 4797, Part II.
These calculated amounts are based on the postal codes entered in UltraTax/1040 for Form 4797, Part II related items. Returns with PAL and basis adjustments should be reviewed for Form 4797 and Schedule D in-state amounts.
Schedule E (Force)
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amounts columns of the Iowa 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. Returns with PAL, basis, and at-risk adjustments should be reviewed for Schedule E in-state amounts.
Net operating loss carryover
For part-year and nonresident returns, use these fields only when completing the State Amounts columns of the Iowa AGI Worksheet for the Net operating loss carryover included in the Other income line.
UltraTax CS defaults the amount of net operating loss carryover in the Federal Amounts column to the taxpayer when the federal filing status is married filing joint. The portion of the federal net operating loss carryover applicable to this state should be entered in the
Net operating loss carryover
taxpayer and spouse fields.