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Limits of data exported into BNA Income Tax Planner
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Due to differences in the way tax data is entered, calculated, and stored in UltraTax CS and in the BNA Income Tax Planner, certain items don't transfer from UltraTax / 1040. You may need to change others inaBNA after they transfer. Review the following details of areas that may be affected by these differences.
1041 AMT Amounts
For passive trusts with AMT preferences, BNA and UltraTax CS AMT calculations may be different
Force Fields
Amounts entered in force fields in UltraTax/1040 don't transfer to BNA
At Risk
The BNA Income Tax Planner only accepts data for at-risk amounts for K-1s. At-risk amounts for activities such as Schedule C and Schedule F aren't accepted. If the client has activities such as these with at-risk limitations, adjust the amounts in BNA after you transfer the data from UltraTax CS.
Casualty/Theft Gains and Losses
BNA doesn't make a distinction between short-term and long-term business and investment casualty/theft gains and losses. If the client has short-term business or investment casualty/theft gains and losses, you need to reclassify these gains and losses after transferring the client's data to BNA.
Estimated Tax Payments
BNA doesn’t accept the entry of more than 1 estimated payment per quarter. If more than 1 estimated payment was made in a quarter, break the payments into separate quarters in BNA.
Form 8814
Form 8814 information doesn’t transfer to BNA. If a client's return needs Form 8814, transfer the client's data into BNA, set up the client as a Minor Child Analysis, and enter Form 8814 income as the minor child income.
Form Overrides
In some cases where information is needed from an UltraTax/1040 screen, such as 1099, K1, or K1T, rather than from a form, replacements on the form aren't transferred to BNA. If you've replaced amounts on the UltraTax / 1040 forms, you may need to make the corresponding adjustments in BNA after the client data transfers.
Form 1099-R Items
Net unrealized appreciation amounts from UltraTax/1040 Screen 1099 don't transfer to BNA. If you have multiple units of 1099 screen with lump sum distributions, and any 1 of them has a death benefit (Section 101b), the UltraTax CS and BNA calculations will be different. In this case, there should be only 1 UltraTax CS 1099 screen completed, with all amounts included.
Penalty Computation
If the client has an underpayment penalty and had estimated payments made by a trust, the BNA and UltraTax CS penalty calculations may be different. This is for your information only. There's no need to make an adjustment.
Real Estate Professional
Suspended passive loss carryovers from prior years don't transfer to BNA for activities designated as "Real Estate Professional." You'll need to create or modify these activities in BNA after the UltraTax CS data transfers.
Schedule D Tax
If the client elected to have any long-term capital gains treated as investment income, and if UltraTax CS calculated a Schedule D, you may need to make adjustments in BNA to reflect the treatment of the capital gains.
Section 179
Section 179 amounts transferred to BNA are not limited. If the client has activities with Section 179 expense, and if the expense is limited, adjust the income on that activity accordingly in BNA.
Significant Participation Hours
BNA doesn’t accept data for significant participation (SPA) hours. Any necessary adjustments for SPA activities must be made in BNA to change the amounts from passive to active.
Rent and Royalty Property, now Business Personal Property
UltraTax CS rental properties coded 9 don't export into BNA. You'll need to create these activities in BNA after transferring the UltraTax CS data.
This article applies to:
- Product: UltraTax CS
- Return type: 1040 Individual,1041 Fiduciary