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Screen OKNRPY - Oklahoma Part-year Resident and Nonresident Data (1040)

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Use this screen to complete Form 511-NR. If information transferred from UltraTax CS doesn't need extra data or coding, UltraTax CS shows it on the form only, not in the screen.
note
This screen displays only if you mark the state return as a part-year or nonresident return. To do so, select
File
,
Client Properties
, the
Oklahoma
 tab, and mark the part-year resident or nonresident checkbox.

General Information

Use this section to complete portions of Form 511-NR. UltraTax CS automatically calculates the Oklahoma portion of income and adjustment amounts from entries in the federal screens, based on the designated state postal code.
Part year residency dates
Filing other than MFS or MFJ
Enter the dates for the period the taxpayer was an Oklahoma resident.
Resident with part-year spouse (MFS, MFJ)
Enter the dates for the period the spouse was an Oklahoma resident.
Resident with nonresident spouse or part-year spouse
Enter the resident state for the taxpayer and for the spouse regardless of married filing status (MFS/MFJ). Select
F4
 to select from a dropdown list of states.
Nonresident’s resident state / country
If you complete Form 511-NR for a nonresident, enter the taxpayer’s resident state. Select
F4
 to select from a dropdown list of states.
Nonresident military
Enter
X
 if the taxpayer and/or spouse is a nonresident military member to calculate the Credit for Child Care Expenses.

Additions

Use this section to complete the additions portion of Form 511-NR. UltraTax CS automatically calculates portions of additions to federal and Oklahoma income from the federal screens, based on the designated state postal code.
Other income
Use the statement windows to change information transferred from UltraTax/1040. UltraTax CS automatically transfers information from the federal
Income
 screen.
Federal adjustments
Use the statement windows to change information transferred from UltraTax/1040. UltraTax CS automatically transfers information from the federal screens.
Excludable lump sum distributions
UltraTax CS automatically adds to Oklahoma taxable income all lump sum distributions not included in federal AGI, unless they rolled over. Use this field to enter the amount of lump sum distributions that shouldn't be added back to Oklahoma taxable income.
Federal net operating loss (Force)
Use this field to force the amount of federal net operating loss included on Schedule 511NR-A. UltraTax CS automatically transfers the amount of federal net operating loss from the U.S. tax return.

Subtractions

Use this section to complete portions of Form 511-NR. UltraTax CS automatically calculates the Oklahoma portion of income, addition, and subtraction amounts from entries in the federal screens, based on the designated postal code.
Nonresident military wages (Force)
Use this field to force the amount of military pay deduction for nonresidents. UltraTax CS automatically calculates the amount for qualifying military wages from information entered in the federal
W2
 screen. Use state use code
4
 to designate qualified military wage deduction.
Taxable Social Security (Force)
Use these fields to force the amount of taxable Social Security. UltraTax CS automatically calculates the taxable amount of Social Security from information entered in the federal
SSA-1099
 screen.
Military retirement (Force)
Use these fields to force the amount of military retirement income subtractions. UltraTax CS automatically calculates the retirement income subtractions from information entered in the federal
1099R
 screen with state use code
24
.
Government retirement (Force)
Use these fields to force the amount of government retirement income subtractions. UltraTax CS automatically calculates the retirement income subtractions from information entered in the federal
1099R
 screen with state use code
35
.
Other retirement income (Force)
Use these fields to force the amount of other retirement income subtractions. UltraTax CS automatically calculates the other retirement income subtractions from information entered in the federal
1099R
 screen with state use code
99
.
Oklahoma depletion adjustment (Force)
If you've purchased the UltraTax/Oil & Gas module, the depletion adjustment calculates automatically from information entered in the federal
OGCost
 and
OGWell
 screens, and a state depletion report prints. If you haven't purchased the UltraTax/Oil & Gas module, enter the depletion adjustment.
note
If you're using the UltraTax/Oil & Gas module, and enter force amounts in these fields, amounts transferred from the UltraTax/Oil & Gas module in UltraTax/1040 are overridden and the depletion report doesn't print.
Other subtractions
Use the statement windows to enter miscellaneous subtractions from Oklahoma and federal income. Amounts entered here print in a statement along with the depletion adjustment.

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