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Screen ORNRPY - Oregon Nonresident and Part-year Data (1040)

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Overview

Use this screen to enter information for nonresident and part-year returns.
note
This screen only appears if you mark the state return as a part-year or nonresident return. To do so, choose File, Client Properties, and then Oregon tab and verify the applicable part-year resident or nonresident checkbox is marked.

Residency Dates

Use this section to enter residency dates for part-year residents.
Date Oregon residency began / ended
If filing a joint return on Form 40N with different residency statuses for the taxpayer and spouse, enter the dates of residency as applicable. UltraTax CS uses this information in calculating Form 40N for different residency statuses and when filing Form 40P, this information is used on the top of the form for reporting purposes.

Capital Loss Carryover

Use this section to enter the short-term and long-term capital loss carryover for Oregon purposes.

Pass-through Income Reduced Rates

UltraTax CS uses the in-state and total non-passive income from K-1s that have state use code
18
 entered to calculate the ratio for Form PTE-PY, Page 2, line 14. Use this section to enter an amount that is different than the calculated amount.

Income

State tax refund
State tax refunds from other states are to be included in Oregon income only if they were a deduction in the prior year Oregon tax return. By default, the application does not include other state refunds in income. Enter any other state refund to be included as income on Form OR-40-N or OR-40-P.

Adjusted Gross Income Worksheet State Amounts

Use this section to force amounts for nonresident and part-year returns.
Schedule D (Force)
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount for the Capital gain / loss line in the State Amount columns of the Oregon AGI Worksheet. 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 for the Other gain / loss line in the State Amounts columns of the Oregon AGI Worksheet. 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 for the Rents, royalty line in the State Amounts columns of the Oregon AGI Worksheet. 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 Oregon 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
Net operating loss carryover
 taxpayer and spouse fields.

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