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Screen NY280 - New York Nonobligated Spouse (1040)

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Overview

Use this screen to complete Form IT-280. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-NY displays it on the form only, not in the screen. Form IT-280 is supported for electronic filing.

Joint Return Information

UltraTax CS uses the information in this section to complete Form IT-280.
  • Form IT-280 is applicable to joint returns. If the
    Complete form using data saved via Utilities > Filing Status Optimization for Form 8379
     field and the fields in the Income and Adjustments section of this screen are blank, income and federal adjustments from the New York AGI Worksheet are used to complete Form IT-280.
  • An entry in the
    Nonobligated spouse
     field is required to calculate and print Form IT-280.
Nonobligated spouse
Designate the nonobligated spouse by entering
T
 for taxpayer or
S
 for spouse. To calculate and print Form IT-280, an entry in this field is required.
Notice of claim received
Enter
X
 to complete the Yes response to the "Did you receive a Notice of Claim Against Your Income Tax Refund" question on Form IT-280. An entry in the
Nonobligated spouse
 field is necessary for calculation of Form IT-280.
Extension payment allocated to other spouse
Extension payments are allocated to the nonobligated spouse unless an entry is made in this field. An entry in the
Nonobligated spouse
 field is necessary for calculation of Form IT-280.

Federal Form 8379 Information

UltraTax CS uses the information in this section to complete Form IT-280.
Complete form using data saved via Utilities > Filing Status Optimization for Form 8379
Enter
X
 to use the amounts saved Filing Status Optimization utility processing. To calculate the saved amounts, select
Utilities
, then
Filing Status Optimization
. Mark the
Save off amounts for Form 8379 only
 checkbox and select
Save
. An entry in the
Nonobligated spouse
 field is necessary for calculation of Form IT-280.

Income and Adjustments

UltraTax CS uses the information in this section to complete Form IT-280. An entry in the
Nonobligated spouse
 field is required to calculate and print Form IT-280.
Wages /… / Federal adjustments
Enter amounts in these fields to override amounts saved by the Filing Status Optimization utility. If one amount is entered in this section, all amounts must be entered in this section of the screen. UltraTax CS doesn't mix calculated and forced amounts. An entry in the
Nonobligated spouse
 field is necessary for calculation of Form IT-280.

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