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Screen OJCCA - CCA General Information (1040)

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Overview

Use this screen to complete the Central Collection Agency (CCA) Municipal Income Tax Return form.

Return Information

Use this section to enter general information to complete the CCA return.
General footnote
Enter a footnote in this statement window. This is a schedule that may be printed and attached to the return for informational purposes. The general footnote appears as a separate item in each collation.

Adjustments

Use this section to enter adjustments to income and withholding.
Net operating loss carryforward
This statement is used to complete the CCA Net Operating Loss Worksheet and Schedule L. Enter the code of the city that is recognizing the loss, the year of loss, and the amount of unused net operating loss from a previous year as a positive amount. The Worksheet calculates the amount of loss carryforward to be utilized against the current year income; use the
Force
 field to utilize a smaller amount. Unused losses are carried forward to the extent enabled by the city.
Losses from pass-through entities require further identification; select
K-1
 for partnerships and subchapter S corporations or
K-1T
 for trusts and estates, and the activity unit number from the
OJCK1
 or
OJCK1T
 screen. The number of years for which a net operating loss from 2016 and earlier can be carried forward can be modified in the
Setup
,
1040 Individual
, Ohio Cities,
Rates
 window.
Resident tax withheld (Force)
Enter the amount of CCA residence tax withheld, if different from the calculated amount, in order to complete Form 120-16-IR, Section B.

Resident Overpayment Application

Use this section to indicate how to apply any resident overpayment for the current year.
Application of overpayment
The default is to refund any overpayment. Select a different option to calculate next year's estimated resident tax and apply some or all of the overpayment to that estimate.

Resident Estimates - Calculated

To calculate next year's estimated resident tax liability and required payments, make an entry in
Application of overpayment
, or make an entry in
Estimates - declaration for
.
Estimates - declaration for
Use one of the available options to calculate next year's estimated resident tax. If code
5
,
7
, or
8
 is entered in
Application of overpayment
, UltraTax CS defaults to option
1
 in
Estimates - declaration for
.
Pay entire estimated tax now instead of quarterly
The default is to pay 25 percent of the estimated tax with the return. Select this field to pay 100 percent with the return.
Treat 4th quarter estimate as due on 12/31/
Use this field to indicate in the filing instructions that the fourth quarter estimate is due by 12/31. A global default is available for all new clients for all city returns. Select
Setup
,
1040 Individual
,
Federal
 tab, select
New Client Options
, and mark
Treat the 4th quarter state estimate as due on December 31st
.

Print Options

Use this section to suppress or force printing of the CCA return on a client-by-client basis and to force a due date different from the one calculated by UltraTax CS.
Suppress or force return printing
To suppress printing this return and its attachments, enter code
1
. To force this return and its attachments to print, enter code
2
. If this field is blank, the return prints only when required.
In
Setup
,
1040 Individual
,
Ohio Cities
 tab,
Rates
,
Ohio City Rates
 window, you can modify
Printing options
 to change print requirements for each city.

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