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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.

Question

How are New Jersey civil union returns processed?

Answer

Complete federal returns for each of the partners. The New Jersey return must remain attached to both clients. In the New Jersey screens for these single filed returns, mark the Civil union field in Screen NJCU in each of the clients. An X in this field allows the following behavior.

• New Jersey forms and worksheets do not print. No additional print collation changes or options are required to be entered. Forms appear with no data in form view.
• The New Jersey electronic file is automatically not created. No additional e-file suppression is required.
• Current-year information calculated in the Civil Union client proformas to next year’s federal screens in this client. When data is available to proforma to next year’s federal screens, Screen NJCU displays the client ID of the Domestic Partner client used to calculate the New Jersey return. When this field is blank, no New Jersey information will proforma.
• State data entered in federal screens is merged into the joint Civil Union client and then federal-to-state transferred to the state screens.
• The diagnostic report prints with applicable information. A critical diagnostic displays a reminder that this client is not used to file the New Jersey return and that data entered in the state tax and organizer screens does not merge into the joint clients. Additional informational diagnostic messages display with information about proforma of data to next year.
• The Tax Summary worksheet prints with a reminder that the New Jersey return is not filed from this client. The application requires this form to print in order to print the diagnostic messages and allow proforma to next year.
• Automatic updating of other state tax credit information to or from the New Jersey return is suppressed. All necessary data must be manually entered in Screen NJSTCr.

After completing the two separate federal returns, create the new Domestic Partner return type and merge the two clients using the instructions in the federal help document. For more information, see Merging individual clients for married filing joint and domestic partnership returns (1040). All federal data entry that is applicable to the New Jersey return is transferred to the attached state returns. Review the data entry to adjust for any differences necessary to change to married filing status. Enter any state specific data required in the state input screens. In the Domestic Partner type return, the New Jersey return has the following behavior.

• All New Jersey forms, worksheets, and statements calculate and print.
• New Jersey electronic files can be filed using the state only option. Automatic updating of other state tax credit information to or from the New Jersey return is suppressed.
• All necessary data must be manually entered in Screen NJSTCr.

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