Screen CAHOH - California Head of Household for Electronic Filing (1040)

Overview

Use this screen to complete Form 3532, Head of Household Filing Status Schedule.
Form 3532 is informational only and prints only when federal filing status is Head of Household. UltraTax CS does not use information in this screen to adjust the filing status or calculations on the return.
With limited exceptions, a taxpayer is required to use the same filing status for the California return as is used for the federal return. If the filing status is different, the California return must be filed from a different UltraTax CS client than the federal return. Use either the FSO or Domestic Partner utilities as applicable.
Information from the prior year does not proforma to this screen.

Marital Status of Taxpayer

The box on Form 3532, Part I, line 1a marks automatically when you choose Head of Household filing status on the federal return. If the taxpayer is unmarried, use this field to mark line 1b, 1c, or 1d instead of line 1a.
The box on Form 3532, Part I, line 1a marks automatically when you choose Head of Household filing status on the federal return. If the taxpayer is married but qualifies for Head of Household filing status, use this field to mark line 1e or line 1f instead of line 1a. If you selected
3
in the
Married filing separate - Lived apart entire year
field the federal 1040 screen,
3
automatically copies to this field.
This statement is available if you enter code
2
in the
Taxpayer lived with spouse
field. When a married taxpayer who qualifies for HOH status lived with spouse for part of the year, information in this statement reports on Form 3532, Part I.

Qualifying Person

UltraTax CS uses information in this section to complete Qualifying Person information on Form 3532.
For fields marked with an asterisk (*), information transfers from the federal 1040 Screen when the federal filing status is Head of Household.
When information in the
Dependent information
statement dialog in the federal 1040 Screen includes State Use code
6, Qualifying dependent for HOH status
, the first name, last name, Social Security number, date of birth, and the Student/Disabled code of that dependent transfer to this screen.
If State Use code
6
is not present in the
Dependent information
statement dialog in the federal 1040 Screen, information for the
Head of household - Qualifying person name
and
Social security number
fields in the federal 1040 Screen transfers to this screen.
If qualifying person did not live with the taxpayer for the entire year (and was not born in
2023
and did not die in
2023
), enter either the
Dates qualifying person lived with taxpayer
or
Total number of days qualifying person lived with taxpayer
. If the period in which qualifying person lived with taxpayer fields are blank, UltraTax assumes the qualifying person lived with taxpayer for the entire year.
These fields are available if code
2
(No) is entered in the
Qualifying person lived with taxpayer for the entire year
field.
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