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Screen CAK1 - California Schedule K-1, 1065 - 1120S - General Information (1040)
Overview
Use the CAK1 thru CAK1-7 Screens to calculate the California K-1 Reconciliation Worksheets and Schedule CA (540) or Schedule CA (540NR). Amounts that appear in these screens automatically transfer from federal K1 screens or the state allocation spreadsheet. The data transferred depends on the residency status of the return and the method of federal data entry.
Resident Returns
California State, if different amounts entered on the federal K1 Screen transfer to the
Total sources
fields if present. If there are no California State, if different
amounts entered, UltraTax CS uses the federal amounts. California sources
fields are not applicable to a resident return.Part-year resident and nonresident returns
When a K1 activity has postal code
CA,
and is not using the multi-state allocation spreadsheet, amounts in the State, if different
column on the federal K1-2 - K1-6 Screens transfers to the Total Sources
and California Sources
columns. Blank State, if different
fields will transfer 100 percent of the federal amounts to both Total Sources
and California Sources.
Activities with any other postal code transfers 100 percent of federal amounts to Total Sources, and 0 percent to California Sources.For a K1 activity, regardless of the postal code, that is allocated using the multi-state allocation spreadsheet, amounts in the
California - Total Sources
(CA) column transfer to the Total Sources
fields and amounts in the California - CA Sources
(CS) column transfers to the California Sources
fields. Blank California - CA Sources
column amounts default to the California - Total Sources
column amounts.California Corporation Number, Secretary of State Number (SOS)
The CA Corporation Number or SOS Number is used on Form 3804-CR for supporting documentation when claiming the Pass-Through Entity Elective Tax Credit on Schedule P(540/540NR). Enter the related credit amount on the CAK1-4 Screen.