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Screen NYLLC - New York Partnership/LLC/LLP Filing Fee Return (1065)
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General Information
Amended return
If the New York partnership return is amended and this box is blank, the Filing Fee return is marked as amended.
If the state return isn't amended, but you wish to amend the Filing Fee return, enter
1
. If you don't wish to amend the Filing Fee return when amending the New York partnership return, enter 2
and the Filing Fee return won't be marked as an amended return.Explanation of amended return
If the New York Filing Fee return is amended, enter an explanation of any changes in the statement.
Refund
If the New York Filing Fee return is amended, enter a request for refund of any overpayment resulting from the amended return in the statement.
Final return
If the federal or state returns are final and this box is blank, the New York Filing Fee Return is marked as final. If the federal or state returns are not final, but you wish to mark the New York Filing Fee Return as final, enter
1
. If you don't wish to mark the New York Filing Fee Return as final when the federal return is final, enter 2
.New York source gross income for tax year
2024
If the return was completed using last year’s application, an amount proformas to
Calculated Amount
. This amount should be reviewed carefully, and can be changed by using the Force
box.New York source gross income from lower tiered partnerships for tax year
2024
Enter the amount of New York source gross income from lower tiered partnerships for the prior tax year. This amount is added to the amount in the
New York source gross income for tax year
box and then transferred to Form IT-204-LL, line 4.2024
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.
Penalties and Interest
Date return filed
If the date entered in this box is later than the return due date, UltraTax CS automatically calculates the failure to pay penalty and late-filing interest for Form IT-204-LL. If this box is blank, it defaults to the due date of the return. UltraTax CS prints interest and penalty amounts on Form IT-204-LL with the following identifying codes.
Code | Penalty |
|---|---|
FTP | Failure to pay |
INT | Interest due |
TOT | Total amount due with penalties |
Late interest
Enter
X
to suppress the late payment interest on the return. UltraTax CS prints the NY Filing Fee Late Filing Interest and Penalty Worksheet if this box is blank and late interest is due. The NY Filing Fee Late Filing Interest and Penalty Worksheet also prints if Failure to pay
is blank and a failure to pay penalty exists.Failure to pay
Enter
X
to suppress the failure to pay penalty on the return. UltraTax CS prints the NY Filing Fee Late Filing Interest and Penalty Worksheet if this box is blank and the failure to pay penalty is due. The NY Filing Fee Late Filing Interest and Penalty Worksheet also prints if Late interest
is blank and late payment interest exists.note
UltraTax CS prints the NY Filing Fee Late Filing Interest and Penalty Worksheet when penalties or interest exist. If the
Late interest
and Failure to pay
boxes are marked, the NY Filing Fee Late Filing Interest and Penalty Worksheet doesn't print.Electronic Filing Information
Signed Form TR-579-PT has been received (for all Forms IT-204-LL)
Enter
X
if you have received a signed New York Form TR-579-PT. UltraTax CS uses this information to determine what appears in the filing instructions. UltraTax CS automatically transfers the selection entered in this box to the Utilities, then Electronic Filing Status, and the option selected in Signature Document
in the Electronic Filing Status transfers to this box. UltraTax CS suppresses the printing New York Form TR-579-PT if a signed copy of the form has been received. Mark
Always print Form 8879 (etc.), regardless of signature status
in Setup, Office Configuration, then Print Options tab to print New York Form TR-579-PT if a signed copy has been received.note
UltraTax CS suppresses the printing of New York Form TR-579-PT if a signed copy of the form has been received.
Suppress creation of IT-204-LL return electronic file: Suppress partnership
Use this box to suppress the New York partnership filing fee return electronic file when filing the federal, NY partnership, or New York City returns electronically. State electronic files can also be suppressed in the federal ELF screen. If used in the federal screen, and if there are multiple states attached that accept electronic returns, UltraTax CS doesn't create any electronic state files.
This feature is also a global federal setting for new clients, available in the New Client window. Select Setup, 1065 Partnership, Federal tab, and select New Client Options.
Suppress creation of IT-204-LL return electronic file: Suppress all units
Use this box to suppress all New York filing fee return electronic files when filing the federal, NY partnership, or New York City returns electronically. State electronic files can also be suppressed in the federal ELF screen. If used in the federal screen, and if there are multiple states attached that accept electronic returns, UltraTaxCS doesn't create any electronic state files.
This feature is also a global federal setting for new clients, available in the New Client window. Select Setup, 1065 Partnership, Federal tab, and select New Client Options.
Signature date of partner for Form IT-204-LL
Enter the date Form IT-204-LL is signed by the tax matters partner.
note
Today’s date will be used as the signature date of the electronic file if the New York signature date boxes are blank and
When Form 8879 (etc.) signature date(s) (Preparer and/or Client) are not entered:
use current date
is selected in Setup, Office Configuration, then Print Options tab.Signature date of ERO for Form IT-204-LL
Enter the date Form IT-204-LL is signed by the ERO (electronic return originator). If this box is blank, UltraTax CS uses the New York signature date of partner signing the return for Form IT-204-LL, if it exists.
note
Today’s date will be used as the ERO signature date on Form TR-579-PT if all New York signature date boxes are blank and
When Form 8879 (etc.) signature date(s) (Preparer and/or Client) are not entered:
use current date
is selected in Setup, Office Configuration, then Print Options tab.ERO / Preparer certification
Enter
X
to electronically sign and file Form IT-204-LL as paid preparer.Self-filer declaration
Enter
X
to electronically sign and file Form IT-204-LL as self-prepared.Requested payment date
Enter a date to authorize automatic funds withdrawal for payment of a balance due return. If this box is blank, UltraTax CS won't produce an electronic return.
Amount of return payment (Force)
Enter an amount if a partial payment of the return balance due is being made through electronic funds withdrawal. If this box is blank, UltraTax CS uses the total balance due on the return for the electronic funds withdrawal amount.
note
The returns can be suppressed individually by marking
Suppress filing fee return electronic file
in the NYLLC screen. Both state electronic files can also be suppressed in the federal ELF screen. If used in the federal screen, and if there are multiple states attached that accept electronic returns, UltraTax CS doesn't create any electronic state files. This feature is also a global federal setting for new clients, available in the New Client window. Select Setup, 1065 Partnership, Federal tab, and select New Client Options. To suppress the creation of New York electronic files for all entity types, select Setup, Office Configuration, then E-Filing, select States in the EFIN (Electronic Filing Identification Number) group box, and clear the NY
checkbox.