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Shareholder Information > Pennsylvania tab
Show all hidden content
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 — Pennsylvania 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 PA-20S/PA-65 for the shareholder.
Code | Description |
|---|---|
1 | Withholding (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 PA-20S/PA-65. |
2 | Composite Select this option to indicate the corporation is filing a composite return on behalf of the non-resident shareholder. UltraTax CS completes Form PA-40 NRC for these shareholders. |
3 | Exempt from withholding Select 3 to indicate the shareholder exempt from withholding. |
Single member LLC
Mark this checkbox if the shareholder is an individual single member LLC. UltraTax CS transfers this information to Schedules RK-1 and NRK-1.
Disregarded entity
Mark this checkbox if the shareholder is a disregarded entity. UltraTax CS transfers this information to Schedules RK-1 and NRK-1.
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
PAKSep
screen. UltraTax CS prints the information you enter in this statement in the RK-1 and NRK-1 statements.Resident state
The shareholder's resident state is displayed in this field.
UltraTax CS uses this field to determine residency status when completing Schedules RK-1 and NRK-1 and when allocating Schedules RK-1 and NRK-1 items among resident and nonresident shareholders.
For residents, UltraTax CS calculates Schedule RK-1 without apportionment. For nonresidents, UltraTax CS calculates Schedule NRK-1 with apportioned Pennsylvania amounts. For part-year residents, UltraTax CS calculates Schedule RK-1 with nonapportioned resident part-year amounts and Schedule NRK-1 with apportioned nonresident part-year amounts.
Part year state
UltraTax CS uses this field to determine residency status when completing Schedules RK-1 and NRK-1 and when allocating Schedules RK-1 and NRK-1 items among resident and nonresident shareholders.
For residents, UltraTax CS calculates Schedule RK-1 without apportionment. For nonresidents, UltraTax CS calculates Schedule NRK-1 with apportioned Pennsylvania amounts. For part-year residents, UltraTax CS calculates Schedule RK-1 with nonapportioned resident part-year amounts and Schedule NRK-1 with apportioned nonresident part-year amounts.
Part year state from and to
Enter the dates the shareholder was a nonresident.
Revenue ID
Enter the Pennsylvania revenue ID in this field. UltraTax CS transfers this information to Partner / Member / Shareholder Directory.
Spouse's SSN
If you need to enter the spouse's Social Security number, UltraTax CS transfers this information to PA Schedule RK-1 or NRK-1.
Fields and buttons — Withholding information group box
Tax withheld (Force)
Enter the individual shareholder's estimated tax withholding for nonresident shareholders.
note
The amount you enter takes precedence over calculated amounts.
Fields and buttons — Schedule RK-1 / NRK-1 amounts group box
Schedule RK-1/NRK-1 button
Enter Pennsylvania-specific information for Schedules RK-1 and NRK-1.