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Prepare a registered domestic partner return
Follow these instructions to prepare a California registered domestic partner return.
Complete single federal returns for each of the partners. The California returns need to stay attached to both clients. In the California screens for these single-filed returns, enter
X
in the Suppress California return
field of the CARDP screen in the General folder, in each of the CARDP clients. This allows the following:- California forms and worksheets don't print. You don't need to enter any extra print collation changes or options. Forms display with no data in form view.
- The California electronic file isn't automatically created. Extra e-file suppression isn't needed.
- Current-year information calculated in the domestic partner client proformas to next year’s federal screens in this client. When data is available to proforma to next year’s federal screens, the CARDP screen displays the client ID of the Domestic Partner client used to calculate the California return. When this field is blank, California information won't proforma.
- State data entered in the federal screens merges into the joint domestic partner client, then federal-to-state transfers to the state screens. AllState, if differentdata for K1, K1T, C, E, F, 4835, and 2106 activities, including data entered in the multi-state allocation spreadsheets, merges into the joint client. California carryovers for Section 179, shareholder/partner basis, at-risk, and passive activity carryovers are retained.
- The diagnostic report prints with the necessary information. A critical diagnostic displays a reminder that this client isn't used to file the California return and that data entered on the state tax and organizer screens doesn't merge into the joint clients. More informational diagnostic messages display with information about proforma of data to next year.
- The Tax Summary worksheet prints with a reminder that the California return isn't filed for this client. UltraTax CS needs this form to print the diagnostic messages. This will also allow proforma to next year.
- Automatic updating of other state tax credit information to or from the California return is suppressed. You need to enter all necessary data manually in the state screen.
After completing the 2 separate federal returns, create the new domestic partner return using the instructions in the federal help document. All federal data entry applying to the California return transfers to the attached state returns. Review the data entry to adjust for any differences necessary to change the filing status to married. Enter any state-specific data necessary in the state input screens. In the domestic partner type return, the California return has the following behavior:
- All California forms, worksheets, and statements calculate and print.
- The California RDP Adjustment Worksheet prints from this return. The Proforma federal 1040 return calculated in this Domestic Partner return also prints with the state return as a federal attachment. The separately filed 1040 returns don't print with this return. If needed, print the returns from the individual clients for attachment to a paper-filed California domestic partner return.
- UltraTax CS creates electronic files for the California return. The electronic file includes the proforma joint federal return and the RDP Adjustment Worksheet as allowed by the state.
- Information transfers between the California tax and organizer input screens.
- The Federal AGI section in the CARDP screen displays the information from the 2 separate clients necessary to calculate the California RDP Adjustment Worksheet. The amounts from this worksheet transfer to Schedule CA, column A.
- The Federal AGI used to calculate California credits and limitations is the combined Federal AGI from both single-filed federal returns.
- California carryover information calculates. It's available to proforma to next year.
- Automatic updating of other state tax credit information to or from the California return is suppressed. You need to enter all necessary data in the state screen.
note
If you make changes to the separate, single clients after creating the joint domestic partner return, you'll need to re-merge the 2 separate clients to reflect those changes. However, all current year data in all federal screens and asset module in the joint RDP client are replaced with this process. You'll lose any adjustments made to federal or asset data entry in the joint domestic partner client. Mark the
Retain prior-year carryover amounts when re-combining current year data
checkbox during the merge process to preserve prior-year carryover data. Alternatively, you can enter information directly in the RDP return. Use force fields in the Federal AGI section in the CARPD screen (in the General folder) as needed to adjust the federal information necessary to calculate the California RDP Adjustment Worksheets.