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Federal input screens

Shareholder Information > Oregon 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 — Oregon information group box

Nonresident filer
If the shareholder is a nonresident, enter a code from the following table or select the code from the dropdown 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 withholding on Form TPV and Form OR-19 for the shareholder.
Code
Description
1
Pass-through owner payments (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 subject to withholding on Form OR-19-V and Form OR-19
.
2
Exempt from PTE owner payments and affidavit on file
.
Select
2
 to indicate the shareholder is exempt from withholding and an affidavit is already on file. UltraTax CS does not complete Form OR-19-AF for this shareholder.
3
Exempt from PTE owner payments and affidavit required
.
Select
3
 to indicate the shareholder is exempt from withholding and an affidavit is required for the nonresident shareholder. UltraTax CS completes Form OR-19-AF.
4
Composite filer
.
Select
4
 to indicate the corporation is filing a composite return on behalf of the nonresident shareholder. UltraTax CS completes Form OR-OC for participating nonresident shareholders.
5
PTE owner payments not required.
Select
5
 to indicate the shareholder is not required to make withholding payments. UltraTax CS does not complete Form OR-19 or Form OR-19-AF for this shareholder.
Revoking affidavit
If the Oregon affidavit for a nonresident owner in a pass-through entity is being revoked for the shareholder, choose the appropriate item from the drop-down list. UltraTax CS marks the appropriate checkbox on the affidavit form.
Code
Description
1
Oregon resident.
2
Subject to withholding from PTE.
3
No longer an owner in PTE.
4
Joining composite filing.
Self employment deduction
Enter self-employment tax. UltraTax CS uses this information to calculate the composite and withholding tax due.
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
ORKSep
 screen. UltraTax CS prints the information you enter in this statement in the Shareholder Worksheet statements.

Fields and buttons — Grantor trust owner information group box

SSN/…/zip code
Enter the grantor trust owner information if the shareholder is a grantor trust. UltraTax CS uses this information to complete Form OR-19 and the composite return.

Fields and buttons — Composite return group box

Filing status
Select the filing status to indicate if the composite shareholder is single, married or registered domestic partner filing joint, married or registered domestic partner filing separate, head of household, or a qualifying widow(er). UltraTax CS uses this information to calculate the composite return.
Source income (Force)
Enter an amount to replace the amount calculated by UltraTax CS for the shareholder. UltraTax CS uses this amount in conjunction with the shareholder's selected filing status to calculate the amount of tax on the composite return.
2024
 tax liability
Enter prior year tax liablity to calculate the shareholders’ Oregon surplus kicker on Form OR-OC-1.
Estimated taxes paid
Enter the amount of estimated taxes paid on behalf of the shareholder. UltraTax CS uses this amount in the calculation of tax paid on the composite return.
Underpayment interest
Enter the total of underpayment interest calculated on behalf of the shareholder. UltraTax CS uses this amount in the calculation of underpayment interest on the composite return.

Fields and buttons — Pass-through entity owner payment - OR-19 group box

1st payment/.../4th payment
Enter the amount of the pass-through entity owner payment made. UltraTax CS proformas the payments calculated in the prior year.

Fields and buttons — Pass-through entity owner payment - OR-19-V group box

1st payment/.../4th payment
You can enter an amount to replace the amount calculated by UltraTax CS for the pass-through owner payment.

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