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Enter state, city, and school district estimated tax payments (1040)

Enter state, city, and/or school district estimated tax payments a taxpayer made during the current tax year on the federal StPmt screen in the Payments folder. Entering these payments on the federal screen allows them to calculate on Schedule A. If the taxpayer made any additional payments after the original due date of the return, do not enter them on the StPmt screen. Instead, enter them in Payments folder in the state return. Use the
Additional payment
field on the applicable state's Ext screen.
note
Schedule A does not use any payments made after the end of the taxable year when calculating the deduction. Those payments proforma to the federal A screen as 2021 Estimates Paid in 2022.
The StPmt screen is a multi-unit screen, so you can enter estimate payments for an unlimited number of states, cities, and school districts. On one screen, you can enter payments for one state and up to four city returns. If you have multiple screens for one state, make sure you use the same fields for each unit. For example, if you use the
Total
field in one unit, use the
Total
field for all units that pertain to that specific state. Similarly, if you use the
1st-5th
payment fields, enter amounts in those fields for other units.

State-specific instructions

The following states and cities require specific procedures to complete the StPmt screen.
State
Instructions
California
Do not enter estimated tax payment information for Limited Liability Company Return of Income returns in this screen. Instead, use UltraTax/1040-CA LLCExt Screen.
District of Columbia
Do not enter estimated tax payment information for Unincorporated Business Franchise Tax returns in this screen. Instead, use UltraTax/1040-DC UBTExt Screen.
Hawaii
For new clients, the amount entered as paid with the prior-year return must be reduced by the COLA adjustment. Proforma'd clients are automatically adjusted for COLA.
Kentucky
To enter estimated tax payments made for LLC Form 725, use UltraTax/1040-KY LLCExt Screen. To enter payments made for Lexington/Fayette Form 228, use UltraTax/1040-KY LXExt Screen. To enter payments made for Louisville Form OL-3, use UltraTax/1040-KY LVExt Screen. To enter payments made for Form OL-S, use UltraTax/1040-KY TDGen Screen.
Missouri
Do not enter payment information in the 2017 Payments - Cities section of this screen. For Kansas City or St. Louis Profits returns, use UltraTax/1040-MO KC108 Screen to enter amounts paid toward the Kansas City Profits Return, and use SL234 Screen to enter amounts paid toward the St. Louis Earnings Tax Return.
New Hampshire
Filers of Form NHDP-10 must use the 2017 Payments - State section of federal St Pmt Screen for the interest and dividends tax return payments. Filers of Form BT-Summary must enter payments on New Hampshire BExt Screen for business tax return payments.
New York
Do not enter payment information in the 2017 Payments - Cities section of this screen. This section is not applicable for UltraTax/1040-NY. Use UltraTax/1040-NY UBTExt Screen to enter amounts paid with the NYC-5UBTI voucher. Use the 2017 Payments - State section to enter New York State, New York City, MCTMT, and Yonkers payments made via Form IT-2105.
Exceptions:
  • If New York City or Yonkers has withholding that cannot be entered elsewhere in the return, enter that other withholding amount in the 2017 Payments - Cities section in St Pmt Screen. Also, Enter NYC or YON in the City code/name field to identify the amount that applies to New York City or Yonkers, respectively.
  • If New York, New York City, or Yonkers withholding is applicable to income from other than Form W-2, W-2G, or 1099-R, and the return is being filed electronically, complete New York Form 1099-MISC record for electronic filing purposes. Use NYMisc Screen to account for miscellaneous withholding within the electronic file.
Ohio
Enter the four-digit code for Ohio school district payments in the Ohio school district field. All estimates made for the tax year transfer to Form SD-100, Page 2. When you enter school district payments, the City code field must be blank. Use a separate city data-entry section for each district.
Ohio cities
Enter 1 in the Ohio city field if processing a Central Collection Agency return with estimates made toward residence tax.
Pennsylvania
To enter estimated tax payments made for the Business Income and Receipts Tax Return and the Net Profits Tax Return, use UltraTax/1040-PA BRTExt Screen or NPTExt Screen.
Tennessee
Do not enter estimated tax payment information for Form 170 - Franchise, Excise Taxes in this screen. Instead, use UltraTax/1040-TN LLCExt Screen.

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