Partner Data Entry > Idaho tab

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Use the state tabs in the Partner Information window in Partner Data Entry to enter state-specific information for partners. State tabs appear only if you have added states to the return.

To update a partner's state-specific information, click that partner in the Partner Information window, and then click the appropriate state tab.

Fields & buttons

Idaho information group box

Withhold tax when ID source income is less than $1,000

By default, UltraTax CS calculates withholding tax when a partner's Idaho-source income is greater than or equal to $1,000. Mark this checkbox to withhold tax when the partner's Idaho-source income is less than $1,000.

Qualified subchapter S trust

Mark this checkbox if the trust partner is a qualified subchapter S trust and should be treated as an individual.

Exempt from nonresident withholding

Mark this checkbox if the partner is a nonresident individual or a nonresident grantor trust and has agreed to file their own Idaho income tax return. UltraTax CS calculates Form PTE-NROA, Idaho Nonresident Owner Agreement.

Phone

Enter the partner's telephone number. UltraTax CS uses this number on Form PTE-NROA.

Composite information group box

Composite filer

Mark this checkbox if the partner is a nonresident individual or a nonresident grantor trust and his or her share of the income is to be taxed on the partnership's return rather than on the individual return.

Related topic: Partner Data Entry > State tabs

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