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Shareholder Information > Delaware tab
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Use the state tabs in the
Shareholder Information
window to enter state-specific information for shareholders. State tabs appear only if you've added states to the return.To update a shareholder's state-specific information, select that shareholder in the
Shareholder Information
window, then the state tab.Fields and buttons — Delaware information group box
Nonresident filer
If the shareholder is a nonresident, enter a code from the following table or select the code from the drop-down list to indicate the type of nonresident filing to be made by the shareholder. If the shareholder is a nonresident, UltraTax CS defaults to calculating the shareholder separately as a nonresident.
Code | Description |
|---|---|
1 | Individual return filer (default) .This is the default filing for nonresident shareholder when a code is not selected from the dropdown list. Select 1 to indicate the shareholder is filing separately as a nonresident filer. |
2 | Composit filer Composite.Select this option to indicate the corporation is filing a composite return on behalf of the nonresident shareholder. UltraTax CS completes Form 200-C for participating nonresident shareholders. |
Resident state
The shareholder's resident state is displayed here.
Part year state
Enter the state in which the shareholder was a part-year resident. Use this field if you are processing multiple state returns for this client. If applicable, the state uses this information to determine part-year residency status. Enter the state postal code or select the code from the dropdown list.
Part year state from and to
Enter the dates for which the shareholder was a part-year resident. Use these fields if you're processing multiple-state returns for this client. If applicable, the state uses this information to determine part-year residency status.
Supplemental information
Use this for supplemental information specific to each shareholder and for items that are not pro-rata. If you have pro-rata items that need to be reported to each shareholder, use Section A in the
DEKSep
screen. UltraTax CS prints the information you enter in this statement dialog in the statements for Schedule A-1.