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Screen UTAdj — Utah Adjustments to Income (1040)
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Additions to Income
Lump sum distribution (Force)
If you filed a Federal Form 4972 for lump sum distributions, UltraTax CS enters the total amounts on Utah Form TC-40A, Part 1 - Additions to Income as
Code 51
. Enter the amount of lump sum distributions if different from the amount on the Federal Form 4972.Medical savings account
Enter the sum of lines 8 and 9 from Utah Form TC-675M to the extent the amount was deducted on your return in a prior year, or was used in calculating the MSA credit on your Utah return after 2007. Include disbursements pursuant to a bankruptcy filing and any amount withdrawn that's not deducted on the federal tax return under Inland Revenue Code
Sec 220
.COVID-19 (PPP) grants and loans
Enter the Paycheck Protection Loan or other federal grant or loan related to COVID-19.
note
These amounts don't automatically data share.
Utah my529 education savings plan
Enter the amount withdrawn from a Utah Educational Savings Plan that wasn't used for qualified higher education costs. You'll need to add-back the withdrawn amount to income if the amount withdrawn was deducted, or used in calculating the UESP credit on the current or a previously filed Utah return.
Child's income excluded from parent's return (Force)
Enter the amount of the child's income excluded from the parent's return, if different from the amount on the federal Form 8814.
Resident beneficiary of a resident trust — untaxed income
Enter distributions received by a Utah resident beneficiary of a resident trust if the income was taxed at the trust level for federal tax purposes, but not for Utah tax purposes.
Resident beneficiary or a non-resident trust — untaxed income
Enter distributions received by a Utah resident beneficiary of a nonresident trust of undistributed net income, if the income was taxed at the trust level for federal tax purposes, but not taxed by any state.
Equitable adjustments
Enter any qualified equitable adjustment needed to prevent receiving a double tax benefit.
Other state(s) that impose tax paid on behalf of pass-through entity
Enter the total tax paid by a pass-through entity on the taxpayer's behalf to Utah or any other states.
If there is an amount entered on pass-through entity taxes (State return only) field on the federal K1-4 screen, this amount is also added back for Utah AGI purpose.
Subtractions from Income
Railroad retirement income (Force)
Enter tier 1 railroad retirement benefits in the RRB-1099 facsimile on the federal
SSA-1099
screen. Enter tier 2 railroad retirement benefits in RR tier 2 benefits
on the federal 1099R
screen. Use these fields to enter an amount if different from the federally calculated amount.Equitable adjustments
Enter any qualified equitable adjustment needed to prevent paying double tax.
Nonresident active duty military pay (Force)
Form 1040 defaults to the amounts you enter on the federal
W2
screen with a wage code of 2
(military). Enter amounts if different from the calculated amounts. If a nonresident service member is married to a resident of Utah and they are filing a joint resident Utah return, enter the nonresident service member's active duty pay.State tax refund distributed to beneficiary
Only enter the state tax refund distributed to the taxpayer by a Utah trust if the refund was included as federal income of the trust.
FDIC premium
Enter FDIC premiums paid, but not allowed as a deduction on the federal income tax return.
COVID-19 Utah grant funds included in AGI
Enter federally funded COVID-19 grant amounts or forgiven loans received from Utah government, if the amounts were included in the federal AGI.
Qualified retirement plan distributions (Force)
Enter an amount if different from the federally calculated amount.
Native American Income
Native American income not entered elsewhere
Some income of Utah Native Americans is exempt from Utah income Tax. Enter Utah Native American income not entered on the federal
W2
, Income
, 1099M
screens. Refer to Form TC-40A "Native American Income (code 77)" instructions for details.Taxpayer enrollment number
Enter a Native American tribe enrollment number of a taxpayer.
Taxpayer tribe or nation
Enter a nation or tribe code from the list for an enrolled taxpayer.
Spouse enrollment number
Enter a Native American tribe enrollment number of a spouse.
Spouse tribe or nation
Enter nation or tribe code from the list for an enrolled spouse.