UltraTax CS
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When a credit for taxes paid to another state is calculated in the resident state return, some states require that you attach a PDF file of the nonresident or part-year resident return to the resident state electronic file. In these instances, UltraTax CS automatically includes a PDF of applicable nonresident state returns that you have attached to the client's resident return. For state returns that are not automatically included in the electronic file, you can manually attach the PDF file.
Notes
- The states that require a PDF file attachment of the nonresident or part-year resident return to the resident state electronic file are Arkansas, Colorado, Delaware, Georgia, Iowa, Idaho, Louisiana, Maryland, Michigan, Mississippi, Montana, North Carolina, North Dakota, New Mexico, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Virginia, and Wisconsin. When these are resident states, a PDF file of the nonresident state return will attach automatically. To see if the PDF file is automatically attached, press Ctrl + D in the state return and click the FYI tab in the diagnostics dialog.
- The following states do not allow PDF file attachments: Connecticut, Indiana, and Massachusetts.
- All other states allow PDF file attachments, but the state agency has not issued rules regarding attachment of the nonresident or part-year resident return to the resident state electronic file.
To create and attach a PDF file of the nonresident or part-year resident return, see Attaching PDF file to electronic files.
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