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Screen DEGen - Delaware Partnership Return (1065)
Show all hidden content
Federal-to-state input screen and asset module data transfer
If information is transferred from federal input screens or from the asset module to a state input screen, the application displays the transferred data in blue, for example: .
If necessary, you can overrule the transferred amount by entering the appropriate amount in the field. The application then displays the new amount in black.
note
- When you overrule a transferred amount, the application does not overwrite that amount with subsequent federal-to-state or asset module data transfers.
- To delete the overruled amount and restore the original transferred amount, right-click the field and choose Delete overrule or simply enter the original amount in the field.
- To confirm the accuracy of the overruled amount, right-click the field and choose Acknowledge overruled data. The application then disables the acknowledge functionality from the right-click menu. To restore the original amount later, you will need to enter it manually.
- If desired, you can set a user preference to mark fields for which you overruled the transferred amounts and to list all overruled amounts in the Diagnostics window.
Statements
Many data entry fields provide predefined statements in which you can enter additional information. For additional information, see Statements overview.
Accessing frequently asked questions
To view answers to common questions about calculations and data entry issues, choose Help > Additional Resources > Frequently Asked Questions.
Special allocations
Select the Ptr Alloc button next to the appropriate field to specially allocate items to partners using ratios that are different from the profit / loss ratios. For details, see Entering special allocations (1065).
Amounts that are specially allocated for federal purposes need to be specially allocated for state purposes, unless you have selected the option to default state partner allocations to federal allocated amounts. When this option is selected, only those state allocations that correspond to a specific federal allocation will default. To select this option, enter
X
in the Default state partner special allocations to the corresponding federal special allocation
field on federal Screen CltOptns.To mark the
Default state partner special allocations to the corresponding federal special allocation
field one time for all new clients, go to Setup and select 1065 Partnership. On the Federal tab, select New Client Options and mark the Default state partner allocations to federal allocated amounts (Screen CltOptns)
field in the Return Presentation tab.Statement special allocations
You may allocate statement items separately to partners directly in the statements. The statement items are printed separately for each partner on an item-by-item basis. For details, see Partner Data Entry > Special Allocation dialog.
Apportionment
Apportionment information is entered in one place for all states attached to the return. To enter apportionment information for all states, select View, then Apportionment. For details, see Entering 1065 apportionment data for state returns.
General Information
Amended return
If the federal return is amended or superseded and this field is blank, the Delaware return and the DE Partner’s Share of Income and the composite return are marked as amended. If the federal return is not amended or superseded but you wish to amend the Delaware returns, enter
1
. If you do not wish to amend the Delaware returns when amending or superseding the federal returns, enter 2
and the Delaware return will not be marked as amended.Partnership dissolved or inactive
If the federal return is final and this field is blank, the Delaware return and the Partner’s Share of Income and the composite return are marked as final. If the federal return is not final, but you wish to mark the Delaware return and composite as final, enter
1
. If you do not wish to mark the Delaware return and composite as final when the federal return is marked as final, enter 2
.No income from Delaware sources
Enter
X
to indicate that no income is derived from or connected with sources in Delaware. Enter the necessary apportionment data in the Apportionment window.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.