New (tax) year, new help!
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.
Overview
Use this screen to complete part-year and nonresident returns.
Note: This screen only appears if you mark the state return as a part-year or nonresident return. To do so, choose File > Client Properties > Arizona tab and verify the applicable part-year resident or nonresident checkbox is marked.
General Information
Enter X if the taxpayer was on active military assignment in Arizona during the current year. Personal exemptions are not prorated for active duty military members who are a resident of another state. The taxpayer is allowed a 100 percent deduction for the personal exemption.
Use these fields to enter any pension or IRA amount that is taxable to Arizona on an Arizona Form 140NR. This may be required when a 140NR return is filed because one of the taxpayers is a nonresident but the other taxpayer is a part year or resident of Arizona.
AGI Worksheet State Amounts
Use this section to adjust amounts in the State Amounts columns on the Arizona AGI Worksheet.
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amount columns of the Arizona AGI Worksheet for the Capital gain / loss line. UltraTax CS automatically calculates the in-state amounts of Capital gain / loss.
These calculated amounts are based on the postal codes entered in UltraTax/1040 for Schedule D related items. Returns with PAL and basis adjustments, and PAL and capital loss carryovers should be reviewed for Schedule D as well as Form 4797 in-state amounts.
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amounts columns of the Arizona AGI Worksheet for the Other gain / loss line. UltraTax CS automatically calculates the in-state amounts for federal Form 4797, Part II.
These calculated amounts are based on the postal codes entered in UltraTax/1040 for Form 4797, Part II related items. Returns with PAL and basis adjustments should be reviewed for Form 4797 and Schedule D in-state amounts.
For part-year and nonresident returns, use these fields to enter an amount different from the calculated amount in the State Amounts columns of the Arizona AGI Worksheet for the Rents, royalties line. UltraTax CS automatically calculates the in-state amounts for federal Schedule E.
These calculated amounts are based on the postal codes entered in UltraTax/1040 for Schedule E related items. Returns with PAL, basis, and at-risk adjustments should be reviewed for Schedule E in-state amounts.
For part-year and nonresident returns, use these fields only when completing the State Amounts columns of the Arizona AGI Worksheet for the Net operating loss carryover included in the Other income line. UltraTax CS defaults the amount of net operating loss carryover in the Federal Amounts column to the taxpayer when the federal filing status is married filing joint. The portion of the federal net operating loss carryover applicable to this state should be entered in the Net operating loss carryover taxpayer and spouse fields.
UltraTax CS
