Shareholder Information > Pennsylvania tab

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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

Pennsylvania 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 PA-20S/PA-65 for the shareholder.

Code Description
1

Withholding (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 subject to withholding on Form PA-20S/PA-65.
2

Composite

Select this option to indicate the corporation is filing a composite return on behalf of the non-resident shareholder. UltraTax CS completes Form PA-40 NRC for these shareholders.
3

Exempt from withholding

Select this option to indicate the shareholder exempt from withholding.

Mark this checkbox if the shareholder is an individual single member LLC. UltraTax CS transfers this information to Schedules RK-1 and NRK-1.

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 PAKSep. UltraTax CS prints the information you enter in this statement dialog in the RK-1 and NRK-1 statements.

The shareholder's resident state is displayed in this field.

UltraTax CS uses this field to determine residency status when completing Schedules RK-1 and NRK-1 and when allocating Schedules RK-1 and NRK-1 items among resident and nonresident shareholders.

For residents, UltraTax CS calculates Schedule RK-1 without apportionment. For nonresidents, UltraTax CS calculates Schedule NRK-1 with apportioned Pennsylvania amounts. For part-year residents, UltraTax CS calculates Schedule RK-1 with nonapportioned resident part-year amounts and Schedule NRK-1 with apportioned nonresident part-year amounts.

UltraTax CS uses this field to determine residency status when completing Schedules RK-1 and NRK-1 and when allocating Schedules RK-1 and NRK-1 items among resident and nonresident shareholders.

For residents, UltraTax CS calculates Schedule RK-1 without apportionment. For nonresidents, UltraTax CS calculates Schedule NRK-1 with apportioned Pennsylvania amounts. For part-year residents, UltraTax CS calculates Schedule RK-1 with nonapportioned resident part-year amounts and Schedule NRK-1 with apportioned nonresident part-year amounts.

Enter the dates the shareholder was a nonresident.

Enter the Pennsylvania revenue ID in this field. UltraTax CS transfers this information to Partner / Member / Shareholder Directory.

Enter the spouse's Social Security number, if applicable. UltraTax CS transfers this information to PA Schedule RK-1 or NRK-1.

Withholding information group box

Enter the individual shareholder's estimated tax withholding for nonresident shareholders.

Note: The amount you enter in this field takes precedence over calculated amounts.

Schedule RK-1 / NRK-1 amounts group box

Click this button to enter Pennsylvania-specific information for Schedules RK-1 and NRK-1.

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