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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
Withholding information group box
Mark this checkbox if the partner is exempt from withholding and is not included on Form PW-1, Page 2. This checkbox is available only if the partner is a nonresident.
Mark this checkbox if the partner has Wisconsin source income from more than one partnership. This box is only available if the partner is a nonresident.
Select the tax form of the exempt organization for Form PW-1, column C from the drop-down list. If you leave this field blank, UltraTax CS defaults to 4T(C).
Note: This field is available only for nonresident IRA and exempt organization partners.
Enter the telephone number for the partner if the number is different from the partnership telephone number.
Enter the fax number for the partner if fax is the preferred method of receiving the returned copy of Form PW-2 from the Wisconsin Department of Revenue. UltraTax CS will default to "mail" as the preferred method if you do not enter a fax number.
Enter the name of the person to whom the Wisconsin Department of Revenue should address the returned copy of Form PW-2.
Enter the company name (if applicable) to which the Wisconsin Department of Revenue should address the returned copy of Form PW-2.
Wisconsin information group box
Enter the period of time the partner was a resident of Wisconsin during the current year in the From and To fields provided.
Notes
- Part-year residency status applies only to individual partners.
- If you leave either of these fields blank, UltraTax CS assumes the partner was a full-year resident or full-year nonresident of Wisconsin, depending on what is entered in the Resident State field in the Partner tab.
Enter the other state of residence for part-year resident partners. UltraTax CS uses this information to complete Form 3K-1, line M.
If the partner is a disregarded entity or grantor trust, enter the name and identifying number of the taxpayer to whom the income will be reported.
Composite information group box
Mark this checkbox to include the partner in the composite return filing.
Select the individual partner's federal filing status from the drop-down list. UltraTax CS uses this information to calculate the partner's composite tax. If you leave this field blank, UltraTax CS defaults to the alternate tax calculation method.
If the nonresident partner's filing status is married filing joint, and the partner's spouse is a partner in this partnership, select the spouse's Social Security number from the drop-down list. UltraTax CS combines the Wisconsin income of both partners and calculates the composite tax jointly.
Notes
- Both partners must select a filing status of married filing joint in the Individual filing status field above.
- Both partners must complete this field with the spouse's Social Security number.
If the nonresident partner's filing status is married filing joint, and the partner's spouse is not a partner in this partnership, enter the spouse's name and Social Security number.
Related topic: Partner Data Entry > State tabs
2018 UltraTax CS
