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Screen MAGen - Massachusetts General Information (1040)
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Overview
Use this screen to complete Form 1 or 1-NR / PY. If information transferred from UltraTax/1040 does not require additional data or coding, UltraTax/1040-MA shows it on the form only, not in the input screen.
Federal-to-state input screen and asset module data transfer
If information is transferred from federal input screens or from the asset module to a state input screen, the application displays the transferred data in blue, for example: 
.
.If necessary, you can overrule the transferred amount by entering the appropriate amount in the field. The application then displays the new amount in black.
note
- When you overrule a transferred amount, the application does not overwrite that amount with subsequent federal-to-state or asset module data transfers.
- To delete the overruled amount and restore the original transferred amount, right-click the field and choose Delete overrule or simply enter the original amount in the field.
- To confirm the accuracy of the overruled amount, right-click the field and choose Acknowledge overruled data. The application then disables the acknowledge functionality from the right-click menu. To restore the original amount later, you will need to enter it manually.
- If desired, you can set a user preference to mark fields for which you overruled the transferred amounts and to list all overruled amounts in the Diagnostics window.
Statements
Many data entry fields provide predefined statements in which you can enter additional information. For additional information, see Statements overview.
Accessing frequently asked questions
To view answers to common questions about calculations and data entry issues, choose Help, Additional Resources, and then Frequently Asked Questions. For details, see Accessing frequently asked questions (FAQs).
Return Information
UltraTax CS uses information in this section to complete Page 1 of Form 1 or Form 1-NR / PY and to answer various questions on the return.
Not required to file a federal return
Mark this checkbox when there is no requirement for filing a federal return. UltraTax CS will enter
0
(zero) on Form 1 or Form 1-NR/PY, Total federal income, Form 1 or Form 1-NR/PY, Federal adjusted gross income and on Schedule HC, Page 1, line 2.Print federal forms recomputed for Massachusetts
Enter
X
to enable Massachusetts recalculated versions of federal Schedules D, E, and F and Forms 2106, 4684, 4797, 4835, 6198, 6252, 8582, 8824, 8829, 8949 and related worksheets available for printing on the print collation menu. Federal versions of these forms are included in the print collation when required by Massachusetts.Veteran of US armed forces who served in Operation Enduring Freedom, Iraqi Freedom, Noble Eagle, or Sinai Peninsula
The Massachusetts Department of Revenue shares this information with the Department of Veterans' Services and the adjutant general of the Massachusetts National Guard so that veterans may receive information regarding benefits to which they may be entitled. These fields are used for reporting information only.
Authorize to discuss with state taxing authority if different than federal 1040 Screen
Use this field to change the option indicated in federal 1040 Screen. A global default is available for all new clients for both federal and state returns. To select this option, choose Setup, 1040 Individual, Federal tab, and then New Client Options button and then select Yes from the
Authorize to discuss with taxing authority
drop-down list.General footnote
Entries in this statement dialog proforma from the prior year. The general footnote appears as a separate item in each collation. This statement may be printed and attached to the return for informational purposes.
Exemptions
Information entered in this section is used to calculate an extra exemption amount.
Adoption agency fees (Force)
UltraTax CS uses the current-year qualified expenses entered in federal 8839 Screen, Eligible children information and includes this on Form 1 or Form 1-NR/PY Exemptions. Use this field to enter an amount different from the calculated amount.
Use Tax
Information entered in this section is used to calculate the amount of use tax that is due to the State of Massachusetts.
Use tables to calculate safe harbor use tax for total purchases less than $1,000 each
Enter
X
to calculate the safe harbor amount of use tax based on the taxpayer's Massachusetts adjusted gross income for applicable purchases having a total sales price of less than $1,000 each.Contributions
Information entered in this section is used to show the amounts of contributions to the Massachusetts State Election Campaign Fund and the voluntary contributions to the various charitable organizations that can be designated on the Massachusetts tax return.
State Election Campaign Fund for resident and part-year resident only
This field is for residents and part-year residents only.