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Screen CAK1 — California Form 541/565/568 Sch K-1 — Income (1065)
Show all hidden content
Overview
Use this screen to enter passthrough information for Form 565 or 568 and Schedule K-1. All applicable K1 screen information transfers to this input screen.
To change amounts for the California return, enter data in the applicable fields or statements in this input screen. Amounts that are specially allocated for federal purposes will need to be specially allocated for state purposes.
Amounts in the
California Source
column are only used on Schedule K-1 and the CA Partner / Member Source Income Worksheet when Passthrough income is nonbusiness is selected on theCAAlloc
screen.Income
Net income (loss) from rental real estate activities
Relevant data transfers from the federal K1 screen to this statement. To exclude an item from the state return, delete the amount, enter
0
(zero), or delete the entire line item from the statement. UltraTax CS shows the modified column in black and will not overwrite the new data with subsequent federal-to-state data transfers. the Statements overview help topic has more information (including details on setting a user preference to mark fields for which you overruled the transferred amount).Net income (loss) from other rental activities
Relevant data transfers from the federal K1 screen to this statement. To exclude an item from the state return, delete the amount, enter
0
(zero), or delete the entire line item from the statement. UltraTax CS shows the changed column in black and will not replace the new data with subsequent federal-to-state data transfers. The Statements overview help topic has more information (including details on setting a user preference to mark fields for which you overruled the transferred amount).Interest
Relevant data transfers from the federal K1 screen to this statement. To exclude an item from the state return, delete the amount, enter
0
(zero), or delete the entire line item from the statement. UltraTax CS displays the modified column in black and will not overwrite the new data with subsequent federal-to-state data transfers. For more information (including details on setting a user preference to mark fields for which you overruled the transferred amount), see Statements overview.Ordinary dividends
Relevant data transfers from the federal K1 screen to this statement. To exclude an item from the state return, delete the amount, enter
0
(zero), or delete the entire line item from the statement. UltraTax CS shows the modified column in black and will not replace the new data with subsequent federal-to-state data transfers. The Statements overview help topoic has more information (including details on setting a user preference to mark fields for which you overruled the transferred amount).Royalties
Relevant data transfers from the federal K1 screen to this statement. To exclude an item from the state return, delete the amount, enter
0
(zero), or delete the entire line item from the statement. UltraTax CS shows the modified column in black and will not overwrite the new data with subsequent federal-to-state data transfers. The Statements overview help topic has more details (including details on setting a user preference to mark fields for which you overruled the transferred amount).Other portfolio income (loss)
Relevant data transfers from the federal K1 screen to this statement. To exclude an item from the state return, delete the amount, enter
0
(zero), or delete the entire line item from the statement. UltraTax CS displays the changed column in black and will not replace the new data with subsequent federal-to-state data transfers. The Statements overview help topic has more information (including details on setting a user preference to mark fields for which you overruled the transferred amount).Other income
Relevant data transfers from the federal K1 screen to this statement. To exclude an item from the state return, delete the amount, enter
0
(zero), or delete the entire line item from the statement. UltraTax CS shows the change column in black and will not replace the new data with subsequent federal-to-state data transfers. The Statements overview help topic has more information (including details on setting a user preference to mark fields for which you overruled the transferred amount).Other loss; enter as negative
Relevant data transfers from the federal K1 screen to this statement. To exclude an item from the state return, delete the amount, enter
0
(zero), or delete the entire line item from the statement. UltraTax CS shows the change column in black and will not replace the new data with subsequent federal-to-state data transfers. The Statements overview help topic has more information (including details on setting a user preference to mark fields for which you overruled the transferred amount).