Screen DualStat - Dual-Status Statement

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

See also

Overview

Use this screen to enter information reported on the statement forms during a dual-status tax year. The type of return determines which set of statement forms are completed.

Return Type Statement Form
1040 Return 1040NR statement forms
1040NR 1040 statement forms

General information

Use this section to enter general information about the return.

Use this field to indicate that this is a dual-status tax year for the client. This field must be marked in order for the statement forms to print.

Note: UltraTax/1040 marks this field automatically when data is entered in the screen.

Statement amounts can be reported as a percentage of return amounts. The percent entered in this field is applied to all return income and reported on the statement forms. Once a percentage is entered, the remaining fields are not available for data entry.

Notes
  • This field is only available when all fields in the Income and Adjustments sections are blank.
  • Once data is entered in this field, the fields in the Income and Adjustment section are not available.

Income and Adjustments

Use this section to enter statement period income and adjustments, which may be entered either as dollars in the Amount column or by applying a percentage to the return equivalent item. Entering data in one field makes the other field unavailable for data entry. Fields that are not applicable to the statement type form are always unavailable. For example, when filing a 1040 return, the Alimony received (1040 Statement only) field is unavailable for data entry since the Statement 1040NR does not allow alimony received.

Notes
  • When data is entered in the Statement period percentage field, none of the fields in this section are available. The percentage entered in this field will be applied to all amounts reported on the return.
  • If self-employment income (such as business, farm, partnership, or other income) earned during the period of nonresidency is exempt from self-employment tax, enter an adjustment for the exempt portion in the Nonfarm adjustment to SE income or Farm adjustment to SE income field in Screen OtherTax in the Taxes folder.

Itemized Deductions and Withholding

Use this section to enter statement period itemized deductions and withholding information, which may be entered either as dollars in the Amount column or by applying a percentage to the return equivalent item. Entering data in one field causes the other field to be unavailable for data entry. Fields that are not applicable to the statement type form are always unavailable. For example, when filing a 1040 return, the Interest paid (1040 Statement only) field is unavailable for data entry.

Note: When data is entered in the Statement period percentage field, none of the fields in this section are available. The percentage entered in this field will be applied to all amounts reported on the return.

Enter 100% of the medical and dental expenses related to the 1040 statement period. The statement Schedule A applies the statement period AGI to determine the deductibility during the statement period.

Enter 100% of the miscellaneous deductions related to the 1040 statement period. The statement Schedule A applies the statement period AGI to determine deductibility during the statement period.

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