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Screen CAGenP - California Partnership Return (1065)

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General Information

No California filing requirement, but is filing to report Form 3840 transactions
Enter
X
 to indicate the partnership has no California filing requirement except to report Form 3840 transactions that have not yet been disposed.
note
When the partnership disposes of assets reported on Form 3840, it must file Form 565 or 568 for that year. Clear this box in the year of filing.
Initial return
Enter
X
to indicate that the return is initial.
note
UltraTax CS assumes the state return is initial if the federal return is marked as initial.
Final return
If the federal return is final and this box is blank, the California return and Schedules K-1 (565) are marked as final. If the federal return is not final, but you wish to mark the California return as final, enter
1
. If you do not wish to mark the California return as final when the federal return is final, enter
2
.
Amended return
If the federal return is amended and this box is blank, the California return and Schedules K-1 (565) are also marked as amended. If the federal return is not amended, but you wish to amend the California return, enter
1
. If you do not wish to amend the California return when amending the federal return, enter
2
 and the California return won't be marked as amended.
Superseding return
If the federal return is superseded and this box is blank, the California return and Schedules K-1 (565) are also marked as superseded. If the federal return is not superseded but you wish to supersede the California return, enter
1
. If you do not wish to supersede the California return when superseding the federal return, enter
2
 and the California return won't be marked as superseded.
Online account view access authorized representative if different from the federal Contact screen.
Select an option to print Form 743.
General footnote
Use the statement to enter any miscellaneous information that needs to be conveyed with the return. The general footnote appears as a separate item in each collation.

Voucher Information

Name control (Force)
An entry here changes the calculated value of the first four letters of the entity’s name on the estimate, extension, or e-file payment voucher.

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