2018 UltraTax CS
New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
You can enter this form information using the UltraTax CS Source Data Entry utility. Otherwise, use the table below to enter form information on the appropriate input screens.
| Form field | Folder > Screen | Field | Statement column |
|---|---|---|---|
| Payer's name | Income > B&D | Dividend Income statement dialog | Description |
| Recipient's TIN | Income > B&D | Dividend Income statement dialog | T S J |
| Box 1a - Total ordinary dividends | Income > B&D | Dividend Income statement dialog | Ord Div |
| Box 1b - Qualified dividends | Income > B&D | Dividend Income statement dialog | Qual Div |
| Box 2a - Total capital gain distr | Income > B&D | Dividend Income statement dialog | Total CG |
| Box 2b - Unrecap Sec. 1250 gain | Income > B&D | Dividend Income statement dialog | Sec 1250 |
| Box 2c - Section 1202 gain | Income > B&D | Dividend Income statement dialog | Sec 1202 |
| Box 2d - Collectibles (28%) gain | Income > B&D | Dividend Income statement dialog | 28% CG |
| Box 3 - Nondividend distributions | General > Info | Record of nondividend and liquidating distributions statement dialog | Nondividend distribution |
| Box 4 - Federal income tax withheld | Income > B&D | Dividend Income statement dialog | Fed W/H |
| Box 5 - Section 199A dividends | Income > B&D | Dividend Income statement dialog | Sec. 199A Div |
| Box 6 - Investment expenses | Income > B&D | Dividend Income statement dialog | Inv Exp |
| Box 7- Foreign tax paid | Income > B&D | Dividend Income statement dialog | Frgn Tx Pd |
| Box 8 - Foreign country or US possession | Income > B&D | Foreign country or possession code/name | N/A |
| Box 9 - Cash liquidation distributions | General > Info | Record of nondividend and liquidating distributions statement dialog | Cash liquidation distribution |
| Box 10 - Noncash liquidation distributions | General > Info | Record of nondividend and liquidating distributions statement dialog | Noncash liquidation distribution |
| Box 11 - Exempt-interest dividends | Income > B&D | Dividend Income statement dialog | Tax Exempt Amount |
| Box 12 - Specified private activity bond interest dividends | Income > B&D | Dividend Income statement dialog | AMT Exempt Div (PAB) |
| Box 13 - State | Income > B&D | Dividend Income statement dialog | State |
| Box 14 - State identification no. | Income > B&D | Dividend Income statement dialog | State ID No. |
| Box 15 - State tax withheld | Income > B&D | Dividend Income statement dialog | State W/H |
Notes
- To access the columns for foreign amounts, click the Show foreign columns
button. - Liquidating distributions (cash or noncash) are a form of a return of capital. Any liquidating distribution you receive is not taxable to you until you have recovered the basis of your stock. After the basis of your stock has been reduced to zero, you must report the liquidating distribution as capital gain. If the total liquidating distributions received are less than the basis of the stock, a capital loss is generated. To maintain a record of the liquidating distributions received for the tax year, use the Record of nondividend and liquidating distributions field on Screen Info in the General folder. For more information about the treatment of liquidating distributions, see Chapter 1 in IRS Publication 550.
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