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Screen OKAdj - Oklahoma Income and Adjustments (1040)
Show all hidden content
Overview
Use this screen to calculate adjustments to the federal AGI. Interest and dividend income is entered in the federal
B&D
, SDE
, K1
, and K1T
screens. These screens may be accessed by using the links provided in the OKAdj
screen. Interest and dividend data entered in the statements in these federal screens is utilized in the calculation of state income and adjustments. In those interest and dividend statements, you may indicate if data should be applied only to the federal or only to the state return. In addition use of the state postal code and In-State Source % indicates which state should react to the data entered in the federal statements.- EnterFin theF/Sfield to indicate that the item is for the federal return only.
- EnterSin theF/Sfield and a non-OK postal code inStateto indicate that the item transfers only to the state specified and is ignored for federal purposes.
- For Oklahoma source interest and dividends reportable on part-year and nonresident Oklahoma returns, you'll need to enterOKinStatein these federal statements. Further, for interest and dividends reportable as Oklahoma source for nonresident Oklahoma returns, you'll also need to enter a percentage inIn-State Source %.
- Interest from Municipal obligations and US Obligations from a pass-through entity and reportable in the federalK1andK1Tscreens may be adjusted by new fields in the federalK1-Stscreen. If data is entered in these fields in theK1-Stscreen, the total of all K1 or K1T data for that income type is adjusted by the requested amount for that K1 or K1T. The state return uses the adjusted amount in its calculations. See the federalK1-Stscreen for additional information.
Resident Subtractions
Oil and gas depletion adjustment (Force)
For users who have purchased the UltraTax/Oil & Gas module, the depletion adjustment calculates automatically from information entered in the federal
OGCost
andOGWell
screens, and a state depletion report is printed. If you haven't purchased the UltraTax/Oil & Gas module, enter the depletion adjustment in this field.note
If you're using the UltraTax/Oil & Gas module, and enter a forced amount in the field, amounts transferred from the UltraTax/Oil & Gas module in UltraTax CS are overridden, and the depletion report doesn't print.
Exempt tribal income
Exempt tribal income entered in the federal
W2
, Income
, and 1099M
screens with a state use code 2
(Reservation) is automatically adjusted on the Schedule 511-A. Use this field to enter additional exempt tribal income.Resident Additions
Excludable lump sum distribution
UltraTax CS automatically adds to Oklahoma income all taxable lump sum distributions not included in federal AGI unless they are rolled over. Enter the amount of lump sum distributions in this field that weren't included in AGI and that shouldn't be added back to Oklahoma taxable income.
Federal net operating loss (Force)
Use this field to override calculated federal net operating loss to be included on Schedule 511 B. UltraTax CS uses the information entered on federal
CO
screen to automatically calculate federal net operating loss.Resident Adjustments
Military exclusion (Force): Taxpayer / Spouse
Use this field to override the calculated military pay exclusion on Schedule 511-C. UltraTax CS automatically calculates the amount for qualifying military wages from information entered in the federal
W2
screen in Wage code
. Military wages should be coded 2
in the Wage code
field. National Guard wages should be coded 4.
Part-year residents and nonresidents use the OKNRPY
screen to force the military pay exclusion for Form 511-NR, Page 2.Qualified adoption expense
Use the statement window to enter information supporting the deduction for nonrecurring adoption expenses. UltraTax CS limits the deduction to the amount enabled by law.
Deduction for providing foster care
UltraTax CS limits this deduction to the amount enabled by law.