Shareholder Information > Indiana tab

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

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

Indiana information group box

Enter the amount of passive activity loss adjustment for the individual shareholder. If you enter a positive adjustment, Schedule IN K-1, Other income is increased. If you enter a negative adjustment, Schedule IN K-1, Other income is decreased.

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 INKSep. UltraTax CS prints the information you enter in this statement dialog in the Schedule IN K-1 statements.

Withholding information group box

Mark this checkbox to indicate the shareholder is exempt from state withholding.

Mark this checkbox to indicate the shareholder is excluded from state composite tax.

Mark this checkbox to indicate the shareholder is exempt from county withholding.

Mark this checkbox to indicate the shareholder is excluded from county composite tax.

Enter the amount of state income tax the corporation withheld for each nonresident shareholder if you would like to override the amount automatically calculated by UltraTax CS.

Enter the amount of county income tax the corporation withheld for each nonresident shareholder if you would like to override the amount automatically calculated by UltraTax CS.

Enter the county used to calculate county income tax withheld for each nonresident shareholder. If you leave this field blank, UltraTax CS defaults to the county indicated on Form IT-20S.

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