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Screen CASTCr - California Credit for Taxes Paid to Other States (1040)

Overview

Use this screen to complete Schedule S, Other State Tax Credit.

Other State Information

Enter information about taxes paid to other states in this section. If processing a multiple-state return, UltraTax/1040-CA calculates the credit on California resident returns and on nonresident California returns filing with Arizona, Oregon, or Virginia resident returns. The order in which resident / nonresident returns are processed depends on the states attached to the return.
  • If processing a multiple-state return that includes a state other than Arizona, Oregon, or Virginia, follow the standard UltraTax/1040 procedure by processing the nonresident state(s) first followed by the resident state. UltraTax/1040-CA transfers information from the nonresident return(s) to the California resident return to complete Schedule S.
  • If processing a multiple-state return that includes an Arizona, Oregon, or Virginia resident return, process the reciprocal resident state first, followed by the reciprocal nonresident state. When California is the nonresident state, UltraTax/1040-CA receives the information transferred from the reciprocal nonresident state and completes Schedule S. For example, if a taxpayer is an Oregon resident required to file a California nonresident return, process the Oregon resident return first, and then process the nonresident California return. UltraTax/1040-CA calculates the credit for tax paid another state on California Schedule S. In addition, when California is the resident state, UltraTax/1040-CA provides the reciprocal nonresident states with the data necessary for them to process the credit for tax paid, when the credit is applicable on those returns.
  • If processing a Texas LLC return, UltraTax/1040-CA does not receive information from, or transfer information to the Texas return. All data entry from the other state return must be entered manually. In addition, if credit is claimed on Schedule S for taxes paid to Texas, return must be paper-filed.
  • If processing a Domestic Partner return, UltraTax/1040-CA does not receive information from, or transfer information to other state returns. All data from the other state returns must be entered manually.
  • If processing a part-year California resident return, UltraTax/1040-CA does not calculate or transfer information from other returns. Use the force fields on this screen to calculate the credit.
UltraTax/1040-CA automatically prints copies of state returns for nonresident states for which the credit for taxes paid to other states has been calculated. Per state instruction, electronically filed returns do not contain other state returns. The state may request a copy at a later date.
If you are using UltraTax CS to file a nonresident return, UltraTax/1040-CA automatically completes the
Postal code
 and
Other state name
 fields in the resident return. For nonresident California returns, UltraTax/1040-CA automatically completes the
Postal code
 and
Other state name
 fields when Arizona, Oregon, or Virginia resident returns are attached. If you are preparing a domestic partner return or are not using UltraTax CS to file the other state return, make an entry in the
Postal code
 field and UltraTax/1040-CA completes the
Other state name
 field.
If you are using UltraTax CS to file a resident return, UltraTax/1040-CA automatically completes the
Adjusted gross income from other state
 field for the nonresident state return. For nonresident California returns, UltraTax/1040-CA automatically completes the
Adjusted gross income from other state
 field when Arizona, Oregon, or Virginia resident returns are attached. Use the
Force
 column to enter the
Adjusted gross income from other state
 amount if it is different from the calculated amount. If you are filing a domestic partner return, part-year resident return or are not using UltraTax CS to file the return for which you would like to claim this credit, enter the adjusted gross income from that state’s return in the
Force
 column.
If you are using UltraTax CS to file a nonresident return, UltraTax/1040-CA automatically completes the
Tax paid to other state
 field for the resident state return. For nonresident California returns, UltraTax/1040-CA automatically completes the
Tax paid to other state
 field when Arizona, Oregon, or Virginia resident returns are attached. Use the
Force
 column to enter the
Tax paid to other state
 field amount if it is different from the calculated amount. If you are filing a domestic partner return, part-year resident return or are not using UltraTax CS to file a nonresident return, for which you would like to claim this credit, enter the tax from that state’s return in the
Force
 column.

Double Taxed Income

Enter information about income that is also taxed in other states.
If you are filing a domestic partner or Texas LLC return, or if you are not using UltraTax CS to file a nonresident return for which you would like to claim this credit, enter the income from that state’s return in the
Force
 columns. However, if you are using UltraTax CS to file a nonresident return, UltraTax/1040-CA automatically completes the double-taxed income statement for the resident state return. The default is that the income taxable in the other state(s) is also taxable in California. Use the
Force
 columns to enter the double-taxed income amounts if they are different from the calculated amounts.
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