Shareholder Information > Utah tab

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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

Utah 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 Schedule N 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 Schedule N.
2

Exempt from withholding

Select this option to indicate the shareholder is exempt from withholding. UltraTax CS does not complete Schedule N for this shareholder.
3

Withholding waiver request

Select this option to indicate the shareholder is requesting a withholding waiver. UltraTax CS marks the corresponding checkboxes on Schedules N and K-1 for the shareholder.

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

Share This