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Screen MONRPY - Missouri Nonresident or Part-year Resident (1040)

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General Information

Returns with mixed residency need to attach a part-year return in client properties. For part-year residents, enter dates in the
Other state of residence
, and the
Missouri residency dates
, and the
Other state residency
 dates. For nonresidents, enter the other state of residency and January 1st through December 31st in the
Other state residency dates
 fields. For residents, leave the
Other state of residence
 and all date fields blank.
UltraTax CS allocates 501(c)(18)(D) contributions using a ratio of the number of days of residence divided by the total amount of days in the year to calculate the part-year amount.
Elect to be taxed as a resident (Force) (Part-year only)
For part-year residents only, UltraTax CS optimizes using the tax liability between Form MO-NRI, Missouri Income Percentage, or Form MO-CR, Credit for Income Taxes Paid to Other States when you enter information in the MOSTCr screen. Enter
1
 for yes to be taxed as a resident, or
2
 for no to be taxed as a non-resident.

Military Status

If either the taxpayer or spouse were in the military, indicate their tax status. If they were stationed in Missouri, enter the stationing location. If they aren't a resident of Missouri, enter their state of residence in the
Other state of residence
 field.

AGI Worksheet State Amounts

Schedule D (Force)
For part-year and nonresident returns, use these fields to enter an amount that's different from the calculated amount in the State Amount columns of the Missouri 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 you enter in UltraTax/1040 for Schedule D items. You need to review returns with PAL and basis adjustments, and PAL and capital loss carryovers, 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 Missouri 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. You need to review returns with PAL and basis adjustments 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 that's different from the calculated amount in the State Amounts columns of the Missouri 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 you enter in UltraTax/1040 for Schedule E items. You need to review returns with PAL, basis, and at risk adjustments for Schedule E in-state amounts.
Net operating loss carryover (Enter as a positive number)
For part-year and nonresident returns, use these fields only when you're completing the State Amounts columns of the Missouri 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. You need to enter the portion of the federal net operating loss carryover applicable to this state in the
Net operating loss
 carryover
Taxpayer
 and
Spouse
 fields.

This article applies to:

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

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