Tax forms available for U.S. territories

The following forms are available for 1040 returns in UltraTax CS for U.S. territories.
For specific information regarding which forms to file and where to file tax forms for U.S. territories, refer to IRS Publication 570.

U.S. Virgin Islands

Per the Virgin Islands Bureau of Internal Revenue, taxpayers who were bona fide residents for the entire year should file IRS Form 1040 with the Virgin Islands Bureau of Internal Revenue. To complete this return in UltraTax CS, follow these steps:
  1. In
    File
    New Client
    or
    File
    Client Properties
    , make sure
    1040 Individual
    is selected in the 1040 drop-down.
  2. Complete the return as if it were being filed with the IRS.
  3. Print the return on paper. The U.S. Virgin Islands Bureau of Internal Revenue does not accept electronically filed returns.
  4. Mail Form 1040 and any attachments to the address specified in IRS Publication 570, chapter 3.
If the taxpayer is not a bona fide resident of the U.S. Virgin Islands, complete Form 8689 with the 1040 return and file one copy to the U.S. Department of Treasury and one copy to the Virgin Islands Bureau of Internal Revenue. Form 1040-SS is also available in UltraTax CS for taxpayers who meet the requirements to file.

Commonwealth of Puerto Rico

At this time, UltraTax CS can't calculate Section 933 exclusions for bona fide Puerto Rico residents who must file a U.S. individual income tax return and qualifies for a 933 exclusion. To report a Section 933 exclusion in UltraTax CS, you need to override the forms in Forms View. If there is any text that cannot be overridden, you can use the attached text feature to enter it. For more details, refer to IRS Publication 1321.
Form 1040-SS is available in UltraTax CS for taxpayers who meet the requirements to file. You'll need to obtain all other Puerto Rican tax forms through the Commonwealth of Puerto Rico Department of Finance.

American Samoa

Form 1040-SS is available in UltraTax CS for taxpayers who meet the requirements to file. If the taxpayer meets the requirements in IRS Publication 570 to file Form 4563 to exclude American Samoa income on their U.S. tax return, you'll need to get that form from the IRS as it is not available in UltraTax CS. All other tax forms you will need to get through the American Samoa Government.

Guam and the Commonwealth of the Northern Mariana Islands

Form 1040-SS is available in UltraTax CS for taxpayers who meet the requirements to file. All other tax forms you will need to get through the Guam Department of Revenue and Taxation or CNMI Department of Finance.

Form 8898

If you need to file Form 8898 - Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Territory, use the
8898
screen in the
Separate filings
folder. For information on specific data entry, use the F1 key on your keyboard while on the 8898 screen.
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