Shareholder Information > Delaware tab

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

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

Delaware 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 the shareholder separately as a nonresident.

Code Description
1

Individual return filer (default)

This is the default filing for nonresident shareholder when a code is not selected from the drop-down list. Select this option to indicate the shareholder is filing separately as a nonresident filer.
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 200-C for participating nonresident shareholders.

The shareholder's resident state is displayed here.

Enter the state in which the shareholder was a part-year resident. Use this field if you are processing multiple state returns for this client. If applicable, the state uses this information to determine part-year residency status. Enter the state postal code or select the code from the drop-down list.

Enter the dates for which the shareholder was a part-year resident. Use these fields if you are processing multiple-state returns for this client. If applicable, the state uses this information to determine part-year residency status.

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 DEKSep. UltraTax CS prints the information you enter in this statement dialog in the statements for Schedule A-1.

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