Screen MAGen - Massachusetts Partnership Return (1065)

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General Information

Initial return
Enter
X
to indicate that this is the initial return. Note that UltraTax CS assumes that this is an initial state return if the federal is marked as an initial return.
Final return
If the federal return is final and this field is blank, the Massachusetts return and Schedule 3K-1 are marked as final. If the federal return is not final, but you wish to mark the Massachusetts return as final, enter
1
. If you do not wish to mark the Massachusetts return as final when the federal return is final, enter
2
.
Amended return
If the federal return is amended or superseded and this field is blank, the Massachusetts Partnership Return of Income and Massachusetts Partner’s Information Schedule 3K-1 is also marked as amended due to a federal change. If the federal return is not amended, but you wish to amend the Massachusetts return due to a state change, enter
1
. If you do not wish to amend the Massachusetts return when amending the federal return, enter
2,
and the Massachusetts return will not be marked as amended.
Legal limits on distributions
Enter
X
to suppress withholding tax calculation because of legal limits on distributions to partners.
FEIN under which composite return is filed
UltraTax CS automatically uses the federal employer identification number entered in File then Client Properties for the composite return, Form MA NRCR. If Form MA NRCR is being filed under a different number, enter that number here.
Title of person signing
Enter the title of the person signing the Massachusetts return. This information is also used on Form M-8736, Part 3 and Form M-2848, Section E.
General footnote
Enter any miscellaneous information that needs to be conveyed with the return. The general footnote appears as a separate item in each collation.

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