1040-IN ELF: Withholding - W-2/W-2G/1099-R/1099-MISC Detail

Alerts and notices

The Indiana Department of Revenue requires supporting detail in the electronic file for state and county withholding claimed on the Indiana return, including withholding attributable to Forms W-2, W-2G, 1099-R, 1099-MISC, and 1099-G. If state or local withholding is reported via one of these documents, include the following on the federal W2, W2G, 1099R, or 1099M screens:

This information is mandatory for processing electronically filed returns with Indiana state or local withholding from W-2, W-2G, 1099-R, or 1099-MISC. A critical diagnostic message displays when the required information is missing.

Withholding on W-2, W-2G or 1099-R

UltraTax CS automatically includes detail from Forms W-2, W-2G, and 1099-R in the electronic file based on data entry on the federal W2, W2G, or 1099R screens. You do not need to complete any additional data entry in the Indiana input screens.

Withholding on 1099-MISC or 1099-G 

Indiana withholding that is potentially attributable to sources other than Form W-2, W-2G, or 1099-R will transfer to the INOthWH screen in the Payments folder. This screen provides Indiana supplemental information in the e-file and will not affect the calculation of the tax return. Information for unemployment compensation you enter on the federal Income screen will also transfer to this screen, regardless of the state the unemployment income is sourced to. Enter in the Omit from 1099MISC, 1099G record in electronic file if the withholding that transferred to this screen is not attributable to Indiana. Otherwise, complete all supplemental information for the withholding. UltraTax CS will display critical diagnostics if information is missing.

Notes:

  • When you check the Omit from 1099MISC, 1099G record in electronic file field, all information for that particular unit is not part of the electronic file and it may disqualify you from e-filing.
  • You must include supporting detail from Form 1099-G when the taxpayer claims the Unemployment deduction on Schedule 2/C.
  • The 1099-MISC record in the electronic file reports withholding not only from Form 1099-MISC, but also from other forms such as 1099-INT, 1099-DIV, and 1099-OID.
  • Information from this screen is part of the 1099G record of the electronic file when the Form field is "Unempl" (Unemployment compensation entered on federal the Income screen), "ATAA" or "RTAA" (federal Income screen > Other income statement amounts with code 18), or "TxGrnt" (federal Income screen > Other income statement amounts with code 19). Otherwise, information from this screen in included in the 1099MISC record.

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