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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

Idaho 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 for the shareholder.

Code Description
1

Withholding (default)

This is the default filing option 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 PTE-01 and PTE-12.
2

Composite filer

Select this option to indicate the corporation is filing a return and paying the tax due on behalf of a nonresident shareholder and an exception certificate is required. UltraTax CS calculates the tax due on behalf of all nonresidents who made this election, and reports the amount on Form 41S, Page 2.
3

Nonresident owner agreement required

Select this option if the nonresident shareholder elects to file their own Idaho income tax returns and make payments of all taxes. UltraTax CS completes Form PTE-NROA.

UltraTax CS provides this statement dialog for supplemental information specific to each shareholder and corresponds to Idaho's Schedule K-1. Use this statement dialog only for items that are not pro-rata. If you have pro-rata items that need to be reported to each shareholder, use Screen IDAdj. UltraTax CS prints the information you enter in this statement dialog directly on Idaho's Schedule K-1 if there is sufficient space. Otherwise, UltraTax CS prints the information on a supporting statement.

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