Screen CACO-2 - California Charitable Contribution Carryovers (1040)

Overview

Use this screen to enter contribution carryover information to complete the California Charitable Contribution Carryover Worksheet and Schedules CA (540) or (540NR).

Amounts

Use this section to enter contribution carryovers. UltraTax CS uses this information to calculate the adjustment for Schedule CA (540) or (540NR). For Registered Domestic Partner returns, the federal AGI used to limit the allowed contributions is the combined AGI from the separately filed federal returns entered in the statement dialog in the CARDP Screen. For part-year or nonresident returns, the federal AGI is reduced by the nontaxable military pay included in Schedule CA (540NR), line 7, column B. For all returns, this information is used to complete the California Charitable Contributions Carryover Worksheet and the itemized deduction adjustment on Schedules CA (540) or CA (540NR).
When data is available from the prior year, the amounts proforma to this field. When no data is proforma'd to this screen, federal carryover amounts from the federal CO Screen transfer to these fields.
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