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Partner Data Entry > California tab
Show all hidden content
Use the state tabs in the Partner Information window in Partner Data Entry to enter state-specific information for partners. State tabs appear only if you have added states to the return.
To update a partner's state-specific information, select that partner in the Partner Information window, then select the appropriate state tab.
Fields & buttons
California information group box
Exclude from nonresident withholding
Mark this checkbox to exclude the current partner from nonresident withholding calculation.
Withhold on resident when not required
Mark this checkbox to include the partner on Form 592B, even if not required.
Withhold tax when CA distributions are less than $1,500
By default, UltraTax CS only calculates withholding tax when a partner's California distributions are greater than $1,500. Mark this checkbox to withhold tax when the partner's California distributions are less than $1,500.
Unitary
Mark this checkbox if the partner is a unitary partner. This information is necessary to correctly report Schedule K-1 information for unitary partners.
Entity type
Select the California state entity type for the current partner from the drop-down list. If you leave this field blank, UltraTax CS defaults to the federal entity type for the state entity type.
CA corporation number
If the partner is a corporation, enter the partner's California corporation number. UltraTax CS uses this information to complete Form 592-B.
CA Secretary of State number
If the partner is a corporation, enter the partner's California Secretary of State number. UltraTax CS uses this information to complete Form 592-B.
LLC temporary number
If the partner is a corporation, enter the partner's LLC temporary number. UltraTax CS uses this information when electronic filing Form 3832.
Grantor Trust: Last name
If the partner is a grantor trust, enter the grantor's last name. UltraTax CS uses this information on forms 592, 592-B, and 592-F.
Grantor Trust: First name
If the partner is a grantor trust, enter the grantor's first name. UltraTax CS uses this information on forms 592, 592-B, and 592-F.
Grantor Trust: SSN
If the partner is a grantor trust, enter the grantor's social security number. UltraTax CS uses this information on forms 592, 592-B, and 592-F.
Nonconsenting nonresident member
Mark this checkbox if the member is a nonresident member who failed to sign Form 3832 and consent to be subject to California tax.
note
This field applies only to LLCs.
Sold or transferred ownership interest during year
Mark this checkbox if the member sold or transferred his or her ownership interest before the end of the LLC's taxable year.
note
This field applies only to LLCs.
Composite information group box
Composite filer
Mark this checkbox to include this partner in the composite return filing.
Spouse name/RDP
For each eligible composite filer, enter the spouse's / Registered Domestic Partner's (RDP's) name. UltraTax CS uses this information to complete Schedule 1067A.
Spouse SSN/RDP
If an eligible composite filer has a spouse / Registered Domestic Partner (RDP), enter the spouse's / RDP's Social Security number. UltraTax CS uses this information to complete Schedule 1067A.
note
: Eligible composite filers are those individual or grantor trust partners that can be included in composite filing.
Combined taxable income from all group returns is over $1 million
Mark this checkbox if the partner's income from all group returns is over $1 million. UltraTax CS uses this information to calculate the mental health services tax.
This article applies to:
- PRODUCT: UltraTax CS
- Return type: 1065 Partnership
- State: California