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Screen NCPYNR - North Carolina Part-year Resident and Nonresident Data (1040)

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Overview

This screen only appears if you mark the state return as a part-year or nonresident return. To do so, select
File
,
Client Properties
, the
North Carolina
 tab, and make sure the applicable
Part-year Resident
 or
Nonresident
 option is marked.

General Information

Nonresident of North Carolina for the entire year / Moved into or out of North Carolina during the year: Taxpayer / Spouse
Both taxpayer and spouse are automatically marked as part year or nonresident based on the type of return attached. If the residency differs for either taxpayer or spouse, enter the information here. Leave all boxes blank when the filer is a full-year resident.

AGI Worksheet State Amounts

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 North Carolina AGI Worksheet for the Capital gain / loss line. The in-state amounts of Capital gain / loss calculates automatically.
These calculated amounts are based on the postal codes you entered in the federal 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 North Carolina 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 North Carolina 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 North Carolina 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
NOL
 taxpayer and spouse fields.

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