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Screen NMGen - New Mexico Partnership Return (1065)
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General Information
CRS identification number
Enter the New Mexico CRS identification number. This box is mandatory for Form PTE.
Date of organization
Enter the date of organization. UltraTax CS assumes this is the same as the date business started on the federal return if no information is entered in this box .
Date business began in New Mexico
Enter the date business began in New Mexico. UltraTax CS assumes this is the same as the date business started on the federal return if no information is entered.
Final return
If the federal return is final and this box is blank, the New Mexico return and New Mexico Partner’s Share of Income, Adjustments and Credits Worksheet are marked as final. If the federal return isn't final, but you wish to mark the New Mexico return as final, enter
1
. If you don't wish to mark the New Mexico return as final when the federal return is final, enter 2
.Date business terminated in New Mexico
Enter date that business operations terminated in New Mexico if this is the final return.
Reason for refund of overpayment of withholding tax passed to owners
Use this box to enter a brief statement of the facts on which the claim of refund is based and why the overpayment of withholdings tax was passed through to owners by another PTE.
Amended Return
General footnote
Use this 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.
Amended return, if different from federal Screen 1065
If the federal return is amended or superseded and this box is blank, the New Mexico return and NM Partner’s Share of Income and Credits Worksheet is also marked amended.
If the federal return isn't amended or superseded but you wish to amend the New Mexico return, enter
1
. If you don't wish to amend the New Mexico return when amending or superseding the federal return, enter 2
and the New Mexico return isn't marked as amended.Reason for filing amended return
Enter the reason for filing an amended return. Information entered in this statement automatically prints with the return as a submittable state schedule.