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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.

UltraTax CS creates a unit on the CAOthWH screen in the Payments folder for each occurrence of California withholding entered on the federal StPmt, B&D, Income, 1099-M, Rent, F, and 4835 screens. For Form 540 and 540NR returns, California withholding from Form 1099A, 1099B, 1099C, 1099DIV, 1099G, 1099INT, 1099LTC, 1099MISC, 1099MSA, 1099OIDm 1099PATR, 1099Q, 1099RRB, 1099S, 1099SSA, or W-2GU requires minimal supplemental data entry on the CAOthWH screen in the Payments folder in order to file the return electronically.

On the CAOthWH screen, located in the Payments folder of the CA input screens, select the Alternate Form code, enter state postal code CA, and the Withholding amount. All withholding reported on any of the forms listed above must be fully accounted for on the OthWH screen. This is a multi-unit screen and is supplemental data entry only; it will not affect the calculation of the return.

UltraTax CS will generate the following diagnostic when there is missing supplemental information: "Review amounts entered on the CAOthWH screen and the total withholding amount reported on Form 540 Line 71 or Form 540NR Line 81. For electronically filed returns, the amount on Form 540 or 540NR must equal CA withholding from W-2, W-2G, 1099-R, and K1/K1-T activities plus the amounts entered on the  CAOthWH screen. Enter "Alternate Form code" and "CA" postal code for all qualifying withholding."

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