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Federal input screens

Partner Data Entry > Wisconsin tab

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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

Withholding information group box
Exempt from nonresident withholding
Mark this checkbox if the partner is exempt from withholding and is not included on Form PW-1, Page 2. This checkbox is available only if the partner is a nonresident.
Withhold tax when WI source income is less than $1,000
Mark this checkbox if the partner has Wisconsin source income from more than one partnership. This box is only available if the partner is a nonresident.
Type of exempt organization
Select the tax form of the exempt organization for Form PW-1, column C from the drop-down list. If you leave this field blank, UltraTax CS defaults to 4T(C).
note
This field is available only for nonresident IRA and exempt organization partners.
Telephone number
Enter the telephone number for the partner if the number is different from the partnership telephone number.
Fax number
Enter the fax number for the partner if fax is the preferred method of receiving the returned copy of Form PW-2 from the Wisconsin Department of Revenue. UltraTax CS will default to "mail" as the preferred method if you do not enter a fax number.
To the attention of
Enter the name of the person to whom the Wisconsin Department of Revenue should address the returned copy of Form PW-2.
Company name
Enter the company name (if applicable) to which the Wisconsin Department of Revenue should address the returned copy of Form PW-2.
Wisconsin information group box
Part Year WI Resident From / To
Enter the period of time the partner was a resident of Wisconsin during the current year in the
From
 and
To
 fields provided.
note
  • Part-year residency status applies only to individual partners.
  • If you leave either of these fields blank, UltraTax CS assumes the partner was a full-year resident or full-year nonresident of Wisconsin, depending on what is entered in the
    Resident State
     field in the Partner tab.
Other state of residence
Enter the other state of residence for part-year resident partners. UltraTax CS uses this information to complete Form 3K-1, line M.
Income reported to: Name / SSN
If the partner is a disregarded entity or grantor trust, enter the name and identifying number of the taxpayer to whom the income will be reported.
Composite information group box
Composite filer
Mark this checkbox to include the partner in the composite return filing.
Individual filing status
Select the individual partner's federal filing status from the drop-down list. UltraTax CS uses this information to calculate the partner's composite tax. If you leave this field blank, UltraTax CS defaults to the alternate tax calculation method.
If MFJ: If spouse is a partner in this partnership, select SSN
If the nonresident partner's filing status is married filing joint, and the partner's spouse is a partner in this partnership, select the spouse's Social Security number from the drop-down list. UltraTax CS combines the Wisconsin income of both partners and calculates the composite tax jointly.
note
  • Both partners must select a filing status of married filing joint in the
    Individual filing status
     field above.
  • Both partners must complete this field with the spouse's Social Security number.
If MFJ: If spouse is NOT a partner in this partnership, enter Name / SSN
If the nonresident partner's filing status is married filing joint, and the partner's spouse is
not
 a partner in this partnership, enter the spouse's name and Social Security number.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1065 Partnership

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