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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 have added states to the return.

To update a shareholder's state-specific information, click that shareholder in the Shareholder Information window, and then click the appropriate state tab.

Fields & buttons

Colorado information group box

If the shareholder is a nonresident, enter a code from the following table or select the code from the drop-down 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 DR 0108 for the shareholder.

Code Description
1

Withholding (default)

This is the default filing for a nonresident shareholder when a code is not selected from the drop-down list. Select this option to indicate the shareholder is subject to withholding on Form DR 0108.
2

Composite filer

Select this option to indicate the corporation is filing a composite return on behalf of the nonresident shareholder. UltraTax CS completes Form 106 for participating nonresident shareholders.
3

Nonresident income tax agreement required

Select this option to indicate the shareholder is exempt from withholding. When you select this option, UltraTax CS completes Form DR 0107 for the nonresident shareholder.
4

Nonresident income tax agreement on file

Select this option to indicate the shareholder is exempt from withholding and has already filed Form DR 0107. When you select this option, UltraTax CS does not complete Form DR 0107 for the nonresident shareholder.

Use this field to enter a tax year end other than a calendar year end. UltraTax CS uses this information to complete Form DR 0107.

Enter the nonresident shareholder's Colorado account number. UltraTax CS uses this information to complete Forms DR 0107 and DR 0108.

UltraTax CS provides this statement dialog for supplemental information specific to each shareholder. Use this statement dialog for items that are not pro-rata. If you have pro-rata items that need to be reported to each shareholder, use Section A in Screen COKSep. UltraTax CS prints the information you enter in this statement dialog in the Shareholder Worksheet statements.

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