Use this field when the taxpayer is filing a joint California return as a member of a Registered Domestic Partnership and the return type is not Domestic Partner. An X in this field suppresses the California return from calculating and printing client’s information. This field is not enterable on a joint return.

This field is informational only. When this is not the RDP client, this field displays the client ID from the current year RDP client, which will proforma information to this client in 2019. For more information on steps to proforma carryover information, see Proforma carryover information from an RDP return.

Use this field only when the return type in File > Client Properties is Domestic Partner to calculate the California RDP Filing Status Adjustment Worksheet. The Calculated columns display information from the two separately filed federal returns identified in the Client Properties dialog when a new client is created for Domestic Partner return type. The data automatically updates each time the Recombine the federal data of the taxpayer and spouse clients checkbox is marked in the File > Client Properties > Advanced Properties > Domestic Partners tab. Use the force columns to enter amounts if different from the calculated amounts. Amounts on the California RDP Filing Status Adjustment Worksheet, column D are used as the federal amounts on Schedule CA, column A in place of the amounts from the joint federal return.

UltraTax CS automatically displays the client ID of the separately filed return associated with the taxpayer or spouse on this return. Information entered in this screen will proforma to the UltraTax CS client displayed here.

Enter the tax paid with the return to proforma to the Paid with ’18 return field in federal Screen St Pmt, located in the Payments folder. The amount due on the tax return may need to be adjusted to exclude payments other than tax such as voluntary contributions, interest or penalties from the balance due on the return.

Enter the total overpayment on the return to proforma to federal Screen Refunds, located in the Income folder. This amount proformas to the Refund Amount column in the statement dialog attached to the State / local income tax refunds field when the separately filed federal return itemized deductions and used the income tax deduction on Schedule A, line 5. The total overpayment on the tax return may need to be adjusted to exclude payments other than tax such as voluntary contributions, interest or penalties from the refund on the return.

Enter the total payments on the return excluding the amount paid with the return. This amount is used to calculate the amount that proformas to the Amount Allocated to Tax Paid in the Following Year column of the State / local income tax refunds statement dialog in federal Screen Refunds, located in the Income folder. Be sure to include all withholding, estimate, extension and other payments on the return.

Enter any payments other than extension payments made in 2019 for the 2018 return to proforma to federal Screen A (in the Itemized Deductions folder) in the ’18 income taxes paid in ’19 statement dialog. Do not include the balance paid with the return. This amount proformas with the description 2018 Estimates Paid in 2019 and postal code of CA. This amount is also used in the calculation of the amount of refund allocated to tax paid in the following year in federal Screen Refunds.

Enter amounts paid with an extension to proforma to federal Screen A in the ’18 income taxes paid in ’19 statement dialog. This amount proformas with the description 2018 CA extension payment and postal code of CA. This amount is also used in the calculation of the amount of refund allocated to tax paid in the following year in Screen Refunds.

Enter the amount applied to next year’s return to proforma to the 2018 overpayment applied field in federal Screen St Pmt, located in the Payments folder.

Enter the charitable contributions included on the return to proforma to the Cash or check statement dialog in federal Screen A. This amount proformas with the description Contributions w/ ’17 CA rtn and postal code CA.

Enter the calculated estimate amounts from the California Estimated Tax Worksheet. These amounts proforma to the Calculated amount fields in federal Screen St Pmt. The dates from the California Estimated Tax Payments Worksheet proforma to both returns.