Screen INGen - Indiana General Information (1040)

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Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

See also: 1040 Indiana frequently asked questions

Overview

Use this screen to complete portions of Form IT-40, Indiana Full-year Resident Individual Income Tax Return, or Form IT-40PNR, Indiana Part-year or Full-year Nonresident Individual Income Tax Return.

Federal-to-state input screen and asset module data transfer

If information is transferred from federal input screens or from the asset module to a state input screen, the application displays the transferred data in blue, for example: Field showing transferred data.

If necessary, you can overrule the transferred amount by entering the appropriate amount in the field. The application then displays the new amount in black.

Notes
  • When you overrule a transferred amount, the application does not overwrite that amount with subsequent federal-to-state or asset module data transfers.
  • To delete the overruled amount and restore the original transferred amount, right-click the field and choose Delete overrule or simply enter the original amount in the field.
  • To confirm the accuracy of the overruled amount, right-click the field and choose Acknowledge overruled data. The application then disables the acknowledge functionality from the right-click menu. To restore the original amount later, you will need to enter it manually.
  • If desired, you can set a user preference to mark fields for which you overruled the transferred amounts and to list all overruled amounts in the Diagnostics window.

Statements

Many data entry fields provide predefined statements in which you can enter additional information. For additional information, see Statements overview.

Accessing frequently asked questions

To view answers to common questions about calculations and data entry issues, choose Help > Additional Resources > Frequently Asked Questions. For details, see Accessing frequently asked questions (FAQs).

Return Information

Authorization to Discuss with Taxing Authority

Use this section to authorize the Indiana Department of Revenue to discuss the tax return with the personal representative. When authorization is given, the personal representative and related contact information displayed on the return defaults to the preparer assigned to the return and the firm contact information. Use the fields in this section to designate someone other than the preparer as the personal representative and to change contact information.

County Tax

Use this section to enter taxpayer and spouse information needed to properly calculate Schedule CT-40, Schedule CT-40PNR, or Form IT-40RNR.

The calculation of tax on Schedule CT-40 or Schedule CT-40PNR is based on data entered in the County of residence and County of employment fields. County tax rate for the year is determined by the county of residence (or county of employment if taxpayer is not considered to be a resident of any Indiana county) as of January 1 of the tax year.

The calculation of tax on Form IT-40RNR is based on data entered in the County of employment fields. County tax rate for the year is determined by the county of employment as of January 1 of the tax year.

For more information, see the following FAQ topics:

Other Taxes

Contributions

Use the fields in this section to enter contributions to be made via the tax return. UltraTax CS limits the contributions on Schedule IN-DONATE to the amount of tentative overpayment shown on Form IT-40 or Form IT-40PNR.

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