Overview
Use this screen to complete Schedule SP. If information transferred from UltraTax/1040 does not require additional data or coding, UltraTax/1040-PA shows it on the form only, not in the screen.
General Information
Use this field to indicate the marital status. The data entry affects the Schedule SP as to whether the taxpayer is treated as married or unmarried. The options in this view do not affect the filing status of the PA-40. To force a Pennsylvania return into separate returns or force a joint filing status, use Screen PAGen. The available codes are listed in the following table and the fieldview.
| Code |
Description |
| 1 |
Separated, pursuant to a written agreement |
| 2 |
Married, but separated and living apart for the last six months of the year |
| 3 |
Separated and living apart from my spouse, but for less than six months of the year |
Use this field to indicate the taxpayer and spouse are submitting the same information on separate Form PA-40 Schedule SPs.
Information in the statement dialog attached to this field transfers automatically from the Dependent information statement dialog in federal Screen 1040. If the individual does not qualify as a dependent for tax forgiveness, enter 5 in the State use code field in the federal statement dialog. The information on that line does not transfer to this field. UltraTax CS allows dependent children to be used in the calculation of Schedule SP for married filing separate returns. All qualified dependents listed on the federal return show up on both the taxpayer and spouse Schedule SPs. UltraTax CS uses this information to complete Form PA-40 Schedule SP, Part B, line 1.
UltraTax CS automatically updates the eligibility question pertaining to a dependent of another. If the dependent of another question is answered Yes, enter 1 for Yes and 2 for No to complete the eligibility questions.
If an individual uses the filing status single and is listed as a dependent of another, UltraTax CS does not automatically calculate tax forgiveness unless the other person’s information is completed.
If an individual is married and the spouse is listed as a dependent of another, UltraTax CS does not automatically calculate tax forgiveness unless the other person’s information is completed.
Eligibility Income
UltraTax CS uses the information in this section to complete Schedule SP, Income section, Part C. The amounts entered in this section do not affect the taxable income reported on Form PA-40.
UltraTax CS automatically calculates the taxable income based on the Form PA-40 tax return. Use the force fields to enter the taxable income if different than the calculated amount.
UltraTax CS automatically calculates the nontaxable interest, dividend and gains amount based on data entered in federal Screen B&D for resident returns. An In-State Muni percent or amount must be entered with a PA postal code when there is an amount in the Tax Exempt column. For nonresident returns, the nontaxable gain shows up on the nonresident income of Schedule SP. Use the force field to enter the nontaxable interest, dividends and gains amount if it is different than the calculated amount.
For deceased taxpayers, include the annualized income in this field. The amount entered should include the nontaxable interest, dividends, gains and annualized income.
UltraTax CS automatically transfers alimony based on data entered in federal Screen Income. Use these fields to force a different amount, if desired.
UltraTax CS automatically transfers retirement death benefit distributions based on data entered in Screen PA1099. The gross distribution amount with the distribution code of 4 and a state use code of 20 or blank is included on Schedule SP. Use these fields to force a different amount, if desired.
UltraTax CS automatically transfers the information in the statement dialogs attached to these fields from the Other income statement dialog in federal Screen Income and from federal Screen W2G. Those items coming from federal Screen Income appears in these statement dialogs for part-year and nonresident returns if they have federal code 2 (State Lottery), state use code 2 (Excluded state lottery), and postal code PA. Items coming from federal Screen W2G appears in the statement dialogs for part-year and nonresident returns if they have a state use code of 2 (Excluded state lottery), and postal code PA.
Ultra Tax CS automatically transfers the income fields from Screen PAMisc directly to the form when the state use code is 2 (Excluded state lottery) for resident returns and for part-year and nonresident returns when the postal code also equals PA.
UltraTax CS automatically calculates this amount for nonresident returns as follows:
Federal total income less PA gross income (PA gross income = PA taxable income plus UE expenses)
plus
Foreign income exclusion
less
UltraTax CS calculated nontaxable military wages that shows up on line 7
less
UltraTax CS calculated state lottery that shows up on line 5
This amount is only calculated when column A of Schedule SP is being used. Use the force field to enter the nonresident income amount if it is different than the calculated amount.
UltraTax CS automatically calculates nontaxable military income for part-year and non-residents to be the difference between the total state military wages and the military wages coded with postal code PA in federal Screen W2. Use these fields to force a different amount, if desired.
UltraTax CS automatically transfers gains excluded on the sale of a personal residence based on data entered in federal Screen Home. Use these fields to force a different amount, if desired.
UltraTax CS
