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Screen CAAlloc - California Allocation and Nonbusiness Property (1120)
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Overview
Use this screen to complete Schedule R, the CA Schedule R AMT Worksheet and the CA Schedule R ACE Worksheet. To enter amounts for apportionment, select View then Apportionment. Use this worksheet to report the nonbusiness earnings and expenses for activities subject to allocation.
Schedule R - Allocation of Income
The application uses the information in this section to complete Side 1 of Schedule R, the CA Schedule R AMT Worksheet and the CA Schedule R ACE Worksheet for multiple-state clients subject to AMT and/or ACE. This information also answers the apportionment question on Side 3 of Form 100, 100S, or 100W. To enter amounts for apportionment, select View then Apportionment.
note
Enter allocation items for S Corporation Schedule K-1 in the CAAllocS screen in the Shr Allocation folder.
Nonbusiness interest income
Use the statement to enter total nonbusiness interest income as well as interest income attributable to California.
Nonbusiness royalties / … / Miscellaneous nonbusiness inc
Use the statements to enter the description, total amount, and California amount. For C Corporations, also enter the total AMT and ACE adjustments. This information is used to calculate the California AMT and ACE version of Schedule R. When exiting from the statement, amounts appear in the input screen in the
Regular Total
, Regular Allocated to California
, AMT Adjustment (C Corp) Total
, AMT Adjustment (C Corp)
Allocated to California
, ACE Adjustment (C Corp) Total
, and ACE Adjustment (C Corp) Allocated to California
columns. The last four of these columns contain calculated amounts that can't be edited directly.note
Enter the AMT adjustment (not the AMT amount) in the statement. The application adds the AMT adjustment to the regular tax amount and returns the result to the input screen for use on the CA Schedule R AMT Worksheet.
note
Enter the ACE adjustment (not the ACE amount) in the statement. The application adds the ACE adjustment to the regular tax amount and returns the result to the input screen for use on the CA Schedule R ACE Worksheet.
Nonunitary partnership or LLC income (loss) / … / Income deferred from prior years
Use the statements to enter the description, total amount, and California amount. For C Corporations, also enter the total AMT and ACE adjustments. This information is used to calculate the California AMT and ACE version of Schedule R. When exiting from the statement, amounts appear in the input screen in the
Regular Total
, Regular Allocated to California
, AMT Adjustment (C Corp) Total
, AMT Adjustment (C Corp)
Allocated to California
, ACE Adjustment (C Corp) Total
, and ACE Adjustment (C Corp) Allocated to California
columns. The last 4 of these columns contain calculated amounts that can't be edited directly.note
Enter the AMT adjustment (not the AMT amount) in the statement. The application adds the AMT adjustment to the regular tax amount and returns the result to the input screen for use on the CA Schedule R AMT Worksheet.
note
Enter the ACE adjustment (not the ACE amount) in the statement. The application adds the ACE adjustment to the regular tax amount and returns the result to the input screen for use on the CA Schedule R ACE Worksheet.
Schedule R - Combined Members Capital Gain/Loss (C Corp)
The application uses the information in this section to complete the capital gain / (loss) netting for members of a combined return that is reported on Side 2 of Schedule R and the CA Combined Worksheet Capital Loss Limitation. In a combined reporting group, the members’ business gains and losses are combined and each taxpayer determines its share of the business gain / loss items based on its share of the combined apportionment percentage. If filing a combined group return, these can be used only at the member level. After the members are combined and the relative apportionment factor is known, go back to each member client and enter the proper adjustment based on the combined group return calculations.
Nonbusiness net casualty or theft gain (loss)
Enter the amount of California nonbusiness net casualty or theft gain (loss). If filing a combined group return, this can be used only at the member level.
Nonbusiness net Section 1231 gain (loss)
Enter the amount of California nonbusiness net Section 1231 gain (loss). If filing a combined group return, this can be used only at the member level.
Nonbusiness net short-term capital gain (loss)
Enter the amount of California nonbusiness net short-term capital gain (loss). If filing a combined group return, this can be used only at the member level.
Nonbusiness net long-term capital gain (loss)
Enter the amount of California nonbusiness net long-term capital gain (loss). If filing a combined group return, this can be used only at the member level.
Capital gain (loss) netting subj to separate appt (Force)
Enter amounts here to force a different amount to be reported as the member’s share of capital gain / (loss) netting subject to separate apportionment related to California regular, AMT, and ACE calculations for capital gains and losses that are reported on Schedule R, Side 1.
Post-appt amts from capital gain (loss) netting (Force)
Enter amounts here to force a different amount to be reported as the member’s share of post-apportioned amount of capital gain / (loss) netting related to California regular, AMT, and ACE calculations for capital gains and losses that are reported on Schedule R, Side 2.
Member’s share of combined apportionment
Enter the member’s share of the combined apportionment factor for each applicable year. The application applies amounts entered here to any losses carried over from prior years entered in the CACO screen from the same period. Enter apportionment as percentage between 0.0000 and 100.0000.
note
Each member’s share of the combined apportionment factor can be found on the CA Combined Worksheet - Apportionment Formula & Entity Income/(Loss) Assignments in the Comb R1 folder.