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Shareholder Information > North Dakota 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 — North Dakota information group box
Nonresident, estate or trust filer
If the shareholder is a nonresident individual estate or trust filer, enter a code from the following table or select the code from the dropdown list to indicate the type of nonresident individual or trust filing to be made by the shareholder or to indicate the type of estate. If the shareholder is a nonresident individual or trust, UltraTax CS calculates withholding for the shareholder by default.
Code | Description |
|---|---|
1 | Withholding (default) .This is the default filing for a nonresident shareholder when a code is not selected from the dropdown list. Select 1 to indicate the shareholder is subject to withholding on Form 60, Schedule KS, column 7. UltraTax CS prints Form PWA for nonresident shareholders subject to withholding and enters an adjustment on lines 3 or 4 of Form PWA. |
2 | Composite filer .Select 2 to indicate the corporation is filing a composite return on behalf of the nonresident shareholder. UltraTax CS calculates the North Dakota composite income tax on Form 60, Schedule KS, column 8 for participating nonresident shareholders. |
3 | Decedent's estate .Select 3 to indicate the shareholder is a decedent's estate. UltraTax CS uses this information to determine the entity type of the nonresident shareholder. |
4 | Bankruptcy estate .Select 4 to indicate the shareholder is a bankruptcy estate. UltraTax CS uses this information to determine the entity type of the nonresident shareholder. |
5 | Trust exempt from withholding .Select 5 to indicate the shareholder is exempt from withholding. UltraTax CS prints Form PWE for nonresident shareholder trusts electing the exemption from withholding and completes Form PWE, part 3. |
6 | Trust revoking withholding exemption election .Select 6 to indicate the shareholder is revoking the exemption from withholding. UltraTax CS prints Form PWE for nonresident shareholder trusts electing the exemption from withholding and completes Form PWE, part 4. |
7 | Grantor trust exempt from withholding .Select 7 to indicate the shareholder exempt from withholding. UltraTax CS prints Form PWE for nonresident shareholder grantor trusts electing the exemption from withholding and completes Form PWE, part 3. |
8 | Grantor trust revoking withholding exemption election .Select 8 to indicate the shareholder is revoking the exemption from withholding. UltraTax CS prints Form PWE for nonresident shareholder grantor trusts electing the exemption from withholding and completes Form PWE, part 4. |
Resident state
The shareholder's resident state is displayed in this field.
Part year state
Enter the state in which the shareholder was a part-year resident. Use this field if you're 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 directly or select the code from the dropdown list.
Part year state from and to
Enter the dates for which the shareholder is a part-year resident. Use these fields if you're processing multiple-state returns for this client. The state uses this information to determine part-year residency status.
Supplemental information
Use this statement 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 on the
NDKSep
screen. UltraTax CS prints the information you enter in this statement in the Schedule K-1 statements.Fields and buttons — Withholding information group box
Estimated tax paid or to be paid
Enter the estimated North Dakota individual income tax that was paid or is to be paid by the nonresident shareholder. UltraTax CS uses this information to complete Form PWA, Passthrough Entity Withholding Adjustment.
Tax withheld from wage income
Enter the additional North Dakota individual income tax withheld from the nonresident shareholder's wage income. UltraTax CS uses this information to complete Form PWA, Passthrough Entity Withholding Adjustment.
Tax withheld (Force)
Enter the nonresident shareholder's amount to withhold for the current year if different from the calculated amount. You can enter zero, if applicable. UltraTax CS uses this information to calculate the shareholder's estimated total North Dakota income on Form PWA, Passthrough Entity Withholding Adjustment.
Contact: Name
Enter the nonresident shareholder trust's name if electing the withholding exemption or revoking the withholding exemption. UltraTax CS uses this information to complete Form PWE, parts 1 and 5.
Contact: Telephone number
Enter the nonresident shareholder trust's name if electing the withholding exemption or revoking the withholding exemption. UltraTax CS uses this information to complete Form PWE, parts 1 and 5.
Contact: Email address
Enter the nonresident shareholder trust's name if electing the withholding exemption or revoking the withholding exemption. UltraTax CS uses this information to complete Form PWE, parts 1 and 5.
Contact: Title
Enter the nonresident shareholder trust's name if electing the withholding exemption or revoking the withholding exemption. UltraTax CS uses this information to complete Form PWE, part 5.
Settlor/owner: Name
Enter the nonresident shareholder grantor trust's settler or owner name if electing the withholding exemption or revoking the withholding exemption. UltraTax CS uses this information to complete Form PWE, part 1.
Settlor/owner: Social security or FEIN
Enter the nonresident shareholder grantor trust's social security number of FEIN if electing the withholding exemption or revoking the withholding exemption. UltraTax CS uses this information to complete Form PWE, part 1.