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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 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
North Dakota information group box
Mark this checkbox if the partner is a part-year resident. UltraTax CS marks the Part-year resident checkbox on North Dakota Schedule K-1, item F. UltraTax CS does not use this field in the withholding or composite tax calculations. This field is available only if the partner is an individual.
Select the entity type code of the partner for North Dakota Schedule K-1, item E from the drop-down list. This field is available only if the partner is a disregarded entity.
Composite information group box
Mark this checkbox to include this partner in the composite return filing.
Withholding information group box
By default, UltraTax CS only calculates withholding tax when a partner's North Dakota-source income is greater than $1,000. Mark this checkbox to withhold tax when the partner's North Dakota-source income is less than $1,000.
Mark this checkbox if the partner is a nonresident partner and is filing Form PWA. UltraTax CS calculates Form PWA and does not calculate withholding tax for this partner. If you leave this field blank, UltraTax CS calculates withholding tax.
Mark this checkbox if the partner is a nonresident partner and is filing Form PWE. UltraTax CS calculates Form PWE and does not calculate withholding tax for this partner. If you leave this field blank, UltraTax CS calculates withholding tax.
Mark this checkbox to revoke an exemption made in a prior year. UltraTax CS prepares Form PWE and calculates withholding tax for partner.
Enter the partner's title for Form PWE.
Enter the partner's phone number for Form PWE.
Enter the name of settlor/owner for Form PWE.
Enter the settlor/owner social security number or FEIN for Form PWE.
Related topic: Partner Data Entry > State tabs
2018 UltraTax CS
