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Screen IANRPY - Iowa Nonresident or Part-year Resident (1040)
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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.