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Screen CA2106 - California Employee Business Expenses (1040)

Overview

Enter data on the federal 2106 Screen, in the 1040 Adjustments folder, in order to create a unit of the CA2106 Screen. The federal unit is necessary in order to create the state unit. Information transfers from the federal 2106 Screen to the CA2106 Screen. Adjust amounts as necessary at the state level.
Amounts that appear in the
Nonvehicle depreciation
 field in the CA2106 Screen transfer from the
California state treatment
 column in the asset module. Amounts that appear in all other fields in the CA2106 Screen automatically transfer from the federal 2106 Screen. Report any state-related law differences and details in the CA2106 Screen.

General Information

Information for all units of Screens CA2106 and CA2106-2 transfers from UltraTax/1040 and the asset module, and are used to calculate a California version of federal Form 2106. The difference between the federal and state calculated amounts adjust Schedules CA (540) and CA (540NR), column B or C, on the appropriate lines based on your entry in the
Special occupations
 field. Schedule CA (540NR), column E only includes amounts for units with postal code
CA
.
An amount you enter in the federal 2106 Screen transfers to the state 2106 Screen. Use this field to force an amount different from the federal amount. An amount you enter in this field reduces the amounts that are included as an adjustment to income for 2106 units coded
1
,
2
,
3
, or
5
 in the
Special Occupations
 field. The force amount is included in itemized deductions as an employee business expense.

Expenses

Amounts are transferred to this field for all returns from the
CA
 column in the state allocation spreadsheet in the federal 2106 Screen. UltraTax CS defaults to transferring the federal amount when the CA amount is blank.
Amounts are transferred to this field for all returns from the
CA
 column in the state allocation spreadsheet in the federal 2106 Screen. UltraTax CS defaults to transferring the federal amount when the CA amount is blank.

SBE Allocations

Use this section to enter the allocations and reimbursements for the California Supplemental Business Expenses Worksheet. Information in this section transfers from the federal 2106 Screen. Percentages entered in the state allocation spreadsheet in the federal 2106 Screen transfer to these fields. The
California source
 fields are applicable to part-year and nonresident returns only to allocate the in-state portion of expenses for multi-state activities.
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