Partner Data Entry > Pennsylvania 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

Pennsylvania information group box

Exempt from withholding

Mark this checkbox to exempt this partner from the calculation of nonresident withholding.

Spouse's SSN

Enter the spouse's Social Security number when both spouses are listed as partners. This field is available only for individual partners.

Phone number

Enter the partner's phone number to be used on Schedule RK-1 and Schedule NRK-1.

RCT-101 filed

Mark this checkbox if the partner has filed Form RCT-101.

LLC entity

Mark this checkbox if the partner is an LLC.

Bank/Financial institution

Mark this checkbox if the partner is a bank or financial institution.

Insurance company

Mark this checkbox if the partner is an insurance company.

PA C corporation

Mark this checkbox if the partner is a Pennsylvania C Corporation.

Revenue ID

Enter the corporation's Revenue ID. UltraTax CS uses this information on Form PA-65 Corporation if it applies to the partnership.

Note: This field is available only for corporate and LLC partners.

Complete corp tax withholding

Mark this checkbox to complete corporate partner withholding on Form PA-65, Schedule CP.

Note: This field is available only to corporate partners.

Date became partner (if different than date business began)

Enter the date the corporation became a partner. The date in this field is used on Form PA-65, Schedule CP. If you do not complete this field, UltraTax CS defaults to the date the partnership began.

Foreign franchise information group box

Reason qualifies as materially participating

Enter the reason that this partner qualifies as materially participating under IRC section 469.

Note: This field is available only to Domestic/Foreign LLC entities as designated on federal Screen OthInfo, located in the General folder.

Philadelphia information group box

Resident of Philadelphia

Mark this checkbox if the partner is a resident of Philadelphia.

Composite information group box

Composite filer

Mark this checkbox to include the partner in the composite return filing.

Related topic: Partner Data Entry > State tabs

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