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Partner Data Entry > New York 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
New York information group box
SSN/FEIN reporting income
Enter the Social Security number (SSN) or Federal Employer Identification Number (FEIN) of the entity reporting the income for the disregarded entity or grantor trust. UltraTax CS uses this information to complete Form IT-204-IP and Form IT-204-CP.
Report on IT-204-CP
Mark this checkbox if the partner is a disregarded entity that needs to receive Form IT-204-CP instead of Form IT-204-IP.
Treat as an S Corp.
Mark this checkbox to report a disregarded entity as an S Corporation. UltraTax CS uses this information to complete Form IT-204-CP and Form CT-2658-E.
Treat as a C Corp.
Mark this checkbox if the partner is an S Corporation but should be treated as a C Corporation for New York purposes.
Not subject to Article 9-A
Mark this checkbox if the corporate partner is not subject to NY Tax Law Article 9-A. UltraTax CS completes the New York Partner's Share of Modifications and Credits Worksheet instead of Form IT-204-CP.
Telephone number
Enter the partner's telephone number. UltraTax CS uses this information to complete Forms CT-2658 and IT-2658-E.
Contact name
Enter the corporate partner's contact name. UltraTax CS uses this information to complete Form CT-2658.
Resident status group box
NYS part-year resident
Mark this checkbox if the partner is a part-year resident of New York state. UltraTax CS uses this information to complete Form IT-204-IP.
Resident of New York City
Mark this checkbox if the partner is a resident of New York City. UltraTax CS uses this information to complete Form IT-204-IP.
NYC part-year resident
Mark this checkbox if the partner is a part-year resident of New York City. UltraTax CS uses this information to complete Form IT-204-IP and the NYC Partner's Share of Modifications Worksheet.
Resident of Yonkers
Mark this checkbox if the partner is a resident of Yonkers. UltraTax CS uses this information to complete Form IT-204-IP.
Yonkers part-year resident
Mark this checkbox if the partner is a part-year resident of Yonkers. UltraTax CS uses this information to complete Form IT-204-IP.
Exemption information group box
Exempt form on file
The partner is exempt for two years after Form 2658-E is filed. If you mark this checkbox, the partnership will be exempt from withholding tax for this partner for the current year.
Complete Form 2658-E
Mark this checkbox to complete either Form IT-2658-E or Form CT-2658-E for this partner. If you mark this checkbox, the partner will be exempt for two years after Form 2658-E is filed.
Exempt from NYS tax law
Mark this checkbox to indicate that the partner is exempt from any taxes imposed by New York state tax law.
Composite information group box
New York state composite filer
Mark this checkbox to include the partner in the New York state composite return filing. UltraTax CS uses this information to complete Form IT-203-GR-ATT-A.
Participating in another group return
Mark this checkbox if the partner is participating in another New York state group return. UltraTax CS uses this information to complete Form IT-203-GR-ATT-A.
Yonkers composite filer
Mark this checkbox to include the partner in the Yonkers composite return filing. UltraTax CS uses this information to complete Form IT-203-GR-ATT-B.
Participating in another Yonkers group return
Mark this checkbox if the partner is participating in another Yonkers group return. UltraTax CS uses this information to complete Form IT-203-GR-ATT-B.
MCTMT composite filer
Mark this checkbox to include the partner in the New York MCTMT composite return filing. UltraTax CS uses this information to complete Form IT-203-GR-ATT-C.
Participating in another MCTMT group return
Mark this checkbox if the partner is participating in another New York MCTMT group return. UltraTax CS uses this information to complete Form IT-203-GR-ATT-C.
New York City information group box
Active
Mark this checkbox if the partner is active. UltraTax uses this information to calculate the number of partners who are active in order to answer the question on Form NYC-204, Page 4 and to calculate the allowance for active partners on Form NYC-204, Page 1 or Form NYC-204EZ, Page 1.
Time devoted to business
Partners are required to report the percentage of time devoted to business on Form NYC-204, Page 4. Enter percentages as whole numbers. For example, enter
100
to indicate 100 percent.This article applies to:
- PRODUCT: UltraTax CS
- Return type: 1065 Partnership