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Screen PAHome - Pennsylvania Sale of Home (1040)
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Overview
Use this screen to enter information to complete Schedules D, D-1, and the Pennsylvania Principal Residence Use Worksheet. Some amounts that appear in the PAHome screen are automatically transferred from the federal Home screen. It's important to report any state-related law differences and details in the PAHome screen.
note
Add or delete units for this screen in the corresponding federal screen instead.
General Information
Seller satisfies all requirements to exclude gain
Mark this field if the sale of this residence isn't taxable. UltraTax CS default is to include the gain or loss on the tax return.
Date former home was acquired
If the former home was acquired prior to June 1, 1971, any taxable gain from the sale is reported on Form PA-40 Schedule D-71. UltraTax CS automatically completes Schedule D-71 when the acquired date is prior to 6/1/71.
Method of computing 6/1/71 value
If acquired prior to June 1, 1971, any taxable gain from this sale should be reported on Form PA-40, Schedule D-71. UltraTax CS automatically completes Schedule D-71 from this screen. Enter the 6/1/71 valuation method used. The following table lists the valuation codes. The codes may be entered directly or selected from the fieldview.
Code |
Description |
|---|---|
A |
Appraisal |
P |
Proration |
S |
Listed security |
X |
Deemed |
Percentage ownership interest in property, if not 100%
If not wholly owned, enter the percentage of ownership interest in the property. If this field is blank, UltraTax CS defaults to 100%.
Face amount of mortgage, note etc on which periodic payments will be received
Enter the face amount of any mortgage, note or other financial instrument on which periodic payments of principal and/or interest from this sale are received. This amount appears on the Pennsylvania Principal Residence Use Worksheet.
Computation of Gain or Loss
Adjusted basis of entire property / nonresidential property
Enter the adjusted basis for the entire property, including property used for nonresidential purposes; then enter the nonresidential amount. UltraTax CS calculates the residential basis.
Alternative basis of entire property / nonresidential property
Use these fields only if property was acquired prior to June 1, 1971. Enter the alternative basis for the entire property, including property used for nonresidential purposes; then enter the nonresidential amount. UltraTax CS calculates the residential basis.
Residential Use Factor Worksheet
Property surrounding the residence was used for nonresidential purposes / … / Residence was previously used for nonresidential purposes…
There are 3 fields used to determine nonresidential use. Mark all fields that apply. If no fields are marked, the property is considered to be 100% residential.
Fair market value of property used for residential purposes / Fair market value of entire property
Enter both fair market value amounts if this field is marked, to indicate that the property surrounding the residence was used for nonresidential purposes.
Total square footage used for residential purposes / Total square footage of entire property
Enter both square footage amounts if this field is marked, to indicate that the residence itself was used for nonresidential purposes. For the square footage used for residential purposes, don't include any portion that was subject to depreciation at any time during the holding period.
Current Year Installment Sale
Interest
Enter the interest portion of current year payments received. UltraTax CS includes this amount on Schedule D-1.