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Screen VAGen - Virginia General Information (1040)

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Overview

Use this screen to complete Forms 760, 760PY, and 763, and Schedule FED. If information transferred from UltraTax/1040 doesn’t require additional data or coding, then UltraTax/1040-VA shows it on the form only, not in the input screen.

Return Information

Virginia city or county of residence as of January 1, 2024, or last lived...
Select the city or county from the multiple-level dropdown attached to this field. This information is required by Virginia and used to complete the heading of Forms 760, 760PY, or 763, and to select the correct address for the filing instructions. When the city or county of residence is entered, the locality code is automatically displayed in the next field.
For resident returns, enter the name of the city or county of residence as of January 1,
2025
.
For part-year residents, enter the name of the Virginia city or county of residence as of January 1,
2025
 or the last date of Virginia residency.
For nonresidents, enter the name of the city or county of the principal place of business or employment, or city/county where the Virginia income can be sourced. Beginning with tax year 2022, if the location is unknown, enter code
City/County - Unknown
.
Overseas when return was originally due
Mark this field if the taxpayer was overseas when the return was originally due. When you enter
X
, UltraTax CS marks Form 760, 760PY, or 763 to indicate overseas on the due date and calculates late interest and penalties using the July 1 extended due date. Filing instructions reflect the automatic 2-month extension in the date due.
Authorize discussion with state taxing authority
Use this field to change the option indicated in the 1040 federal screen. A global default is available for all new clients for both federal and state returns. Select this option under
Setup
, then
1040 Individual
, followed by
New Client Options
 on the
Federal
 tab. Select
Yes
 for the
Authorize discussion with taxing authority
 field.
Qualifying dependents for low income tax credit
Enter the Virginia adjusted gross income for dependents that are used in calculating the low income tax credit.
These amounts are used to determine the total family Virginia adjusted gross income. If the Virginia adjusted gross income is below the federal poverty threshold, the taxpayer may be eligible to claim a credit for low-income individuals. The credit may not be claimed if the taxpayer, spouse, or any dependents claimed on the taxpayer's or spouse's return claim any of the following:
  • Virginia Earned Income Credit
  • Age deduction
  • Exemption for taxpayers who have blindness or taxpayers age 65 and over
  • Virginia National Guard subtraction
  • Basic Military pay subtraction
  • State and federal employee subtraction for earnings
  • The taxpayer is claimed as a dependent on another taxpayer's return
Virginia identity theft PIN
Virginia automatically mails an updated 7-digit alphanumeric personal identification number (PIN) annually. The
2025
 PIN is used on the
2025
 return filed in
2026
.
note
  • Only 1 Virginia ID theft PIN is required for joint filers, even if both filers are issued a PIN.
  • This field is only required for people who are issued a Virginia ID theft PIN, which is not the same as the IRS Identity PIN.
Health care coverage contact information - Resident and Part-year filers only
Use these fields to indicate that the taxpayer and/or their dependents are without health coverage and agree to share contact details and other tax return information, such as Schedule HCI (Healthcare Information), with the Virginia Department of Medical Assistance (DMAS) and the Department of Social Services (DSS) for the purposes of determining eligibility for income-based medical assistance programs.
If the telephone number or email address is missing, a diagnostic message will stop the creation of the electronic return. If this occurs, enter the missing information on the federal screens.

Use Tax

Use tax applies to the use, consumption, or storage of tangible personal property in Virginia when the Virginia sales or use tax was not paid at the time of purchase.

Married Filing Separate Returns

If filing MFS enter spouse's adjusted gross income
Enter the spouse's adjusted gross income from all sources plus any fixed date conformity additions, less Social Security income and fixed date conformity subtractions. This amount is included in the calculation of the Virginia Age Deduction Worksheet and the Tax Credit for Low Income Individuals.
Spouse is age 65 or older
Mark this checkbox if the filing status is MFS and the spouse is age 65 or older to calculate the age deduction worksheet for the taxpayer.
General footnote
Entries in this statement window proforma from the prior year. The general footnote appears as a separate item in each collation. This statement may be printed and attached to the return for informational purposes. This statement is included in electronically filed returns.

Schedule FED

Use this section to indicate business locality codes for business income. The Schedule C business or Schedule F farm with the 1st and 2nd highest gross receipts or sales is displayed in the form in the 1st Schedule Info section of Schedule FED. The 1st 2 listed property assets in the 4562 screen are displayed in the Schedule 4562 Information section of Schedule FED. Enter the business locality code that applies to the information displayed on Schedule FED.

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