Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
Law firms
Tax, audit & accounting firms
Success stories
-
A true competitive advantage
Law firm Zarwin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
-
Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
-
The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
Questions? We are here to help.
Products
Legal
Trade & supply
Tax, audit & accounting
- 1040SCAN
- Audit Intelligence Analyze
- CoCounsel Audit
- CoCounsel Tax
- Ready to Advise
- Ready to Review
- View all
Corporate tax
Recommended products
-
CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
-
CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
-
CLEAR Investigate
Intelligently surface critical connections and insights in actionable format through AI-driven research workflows seamlessly integrated with the trusted and transparent CLEAR platform. Accelerate investigations and empower your team to make strategic decisions with confidence.
Questions? We are here to help.
Purchase
Buy solutions
Resources
Insights
Events
Product training
Product communities
Developers
Highlights
-
2026 SKILLS showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
-
Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
-
Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Screen OKNRPY-2 - Oklahoma Part-year Resident and Nonresident Adjustments (1040)
Show all hidden content
Overview
Use this screen to complete Form 511-NR. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-OK shows it on the form only, not in the screen.
note
This screen appears only if you mark the state return as a part-year or nonresident return. To do so, select
File
, Client Properties
, Oklahoma
tab, and verify the part-year resident or nonresident checkbox is marked.Adjustments
Use this section to complete portions of Form 511-NR. UltraTax CS automatically calculates the Oklahoma adjustments from entries in the federal screens, based on the designated state postal code.
Military wages instate - Tp / Sp
Use these fields to force the amount of the military pay exclusion. UltraTax CS automatically calculates the amount of military pay exclusion from information entered in the federal
W2
screen. Use code 2
in Wage code
to indicate military wages and code 4
to indicate National Guard wages.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.
College savings plan (Force)
Use this field to override the calculated OK 529 College Savings Plan or OklahomaDream Account amount to be included on Schedule 511NR-C. UltraTax CS uses the information entered in the federal
1099Q
screen with State use code 8 to automatically calculate this amount.Deduction for foster care
UltraTax CS limits this deduction to the amount enabled by law.
Med savings plan contr / interest (Force)
Use this field to enter the amount of savings plan contributions or savings plan interest that should be subtracted from Oklahoma income. If the taxpayer took a medical savings account deduction to arrive at federal adjusted gross income, the taxpayer can't take a deduction on this line.
Discharge of farmers debt
Enter the amount of income resulting from the discharge if indebtedness incurred to finance the production of agricultural products. This amount is subtracted from Oklahoma adjusted gross income.
AGI Worksheet State Amounts
Use this section to adjust amounts in the State Amount columns on the Oklahoma AGI Worksheet.
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 Oklahoma AGI Worksheet for the Capital gain / loss line. UltraTax CS automatically calculates the in-state amounts of capital gain / loss.
These calculated amounts are based on the postal codes entered in UltraTax/1040 for 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 Oklahoma 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 Oklahoma 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 Oklahoma 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 to this state should be entered in the
Net operating loss carryover: Taxpayer / Spouse
fields.