Apportionment Information > Financial Institution dialog (1065-TN)

Show expandable text

New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

Use the fields in this dialog to enter apportionment for Form FAE 174. The information you enter in these fields takes precedence over any entries in the Apportionment Information spreadsheet for this state.

To open the Financial Institution, choose View > Apportionment > Tennessee tab. Click the Financial Institutions button. Note that you must have a 1065-TN client with the Financial Institution Tax Return selected to open this dialog.

Fields & buttons

Receipts from lease of real property

UltraTax CS transfers information from these fields to FAE-174, Schedule S-E, line 1.

Interest income and other receipts from loans or installment sales secured by real or tangible personal property

UltraTax CS transfers information from these fields to FAE-174, Schedule S-E, line 2.

Interest income and other receipts from consumer loans which are not secured

UltraTax CS transfers information from these fields to FAE-174, Schedule S-E, line 3.

Interest income and receipts from commercial and installment loans which are not secured by real or tangible property

UltraTax CS transfers information from these fields to FAE-174, Schedule S-E, line 4.

Receipts and fee income from letters of credits, acceptance of drafts, and other devices for guaranteeing loans or credit

UltraTax CS transfers information from these fields to FAE-174, Schedule S-E, line 5.

Interest income, merchant discounts, and other receipts including service charges from credit cards

UltraTax CS transfers information from these fields to FAE-174, Schedule S-E, line 6.

Sales of intangible or tangible assets

UltraTax CS transfers information from these fields to FAE-174, Schedule S-E, line 7.

Receipts from fiduciary and other services

UltraTax CS transfers information from these fields to FAE-174, Schedule S-E, line 8.

Receipts from the issuance of travelers checks, money orders and U.S. Savings Bonds

UltraTax CS transfers information from these fields to FAE-174, Schedule S-E, line 9.

Interest income and other receipts from participation loans

UltraTax CS transfers information from these fields to FAE-174, Schedule S-E, line 10.

Other business receipts

UltraTax CS transfers information from these fields to FAE-174, Schedule S-E, line 11.

Was this article helpful?

Thank you for the feedback!