This article shows you which state composite returns Lacerte supports for S Corporation returns:
- Alabama PTE-C: Supported - Checkbox in Screen 5, Shareholder Information. Check for each applicable shareholder.
- Arizona Form 140NR: Not supported (See here.)
- California Form 540NR: Not supported
- Connecticut CT-1065/CT-1120SI: Supported -
- Select the box, S corporation elects to remit income tax on behalf of its nonresident members (Schedule CT-NR, in Screen 42.211, Connecticut Miscellaneous.
- The program assumes that all shareholders with a "Member Type" of "NI" are non-resident individuals for Composite filing (Schedule CT-NR) purposes. See Member Type in Screen 5, Shareholder Information, under Connecticut Information.
- Colorado Form 106: Supported -
- Select the box, Include nonresident shareholder on composite filing, in Screen 46.261, Colorado K-1 Overrides under the Colorado Miscellaneous section. Check for each applicable shareholder.
- Form DR 0106, Part II Composite Nonresident Income Tax Return, will be completed.
- For each applicable shareholder, on the Shareholder's Share of Income, Modifications, Credits, etc. the Amount of Colorado tax remitted for nonresident shareholder will appear on Line 38.
- Delaware 200-C: Supported - Check the box, Composite Filer?, in Screen 5, Shareholder Information. Check for each applicable shareholder.
- Florida: (no composite return)
- Georgia IT CR: Supported - Check the box, Composite Filer?, in Screen 5, Shareholder Information. Check for each applicable shareholder.
- Idaho 41S: Supported - Check the box, Composite Return?, in Screen 5, Shareholder Information. Check for each applicable shareholder.
- Illinois 1023-C: Eliminated by the state for tax years ending on or after 12/31/2014
- Indiana IT-20S Schedule Composite: Supported - Automatic for non-resident shareholders.
- Iowa: Not supported
- Kentucky Form 740NP-WH (42A201): Supported - Automatic for non-resident shareholders.
- Louisiana: Not supported
- Maine: Composite filer box can be checked by checking Shareholder included in composite return (nonresidents only) , Screen 46.161 Maine K-1 Overrides under the Maine Miscellaneous section for each applicable shareholder.
- Maryland Form 510C: Not Supported
- Massachusetts Form NRCR: Supported -
- Select Massachusetts Composite under Electronic Return in Screen 1 Client information.
- Check the box, Composite Filer?, in Screen 5, Shareholder Information
- The program assumes the shareholder’s income is passive. Select the box, Nonpassive income (loss) under Nonresident Composite Return (MA NRCR) in Screen 46.191, MA Schedule K-1, if this shareholder’s income (loss) is nonpassive. The program uses this entry to compute the amount that prints on Form MA NRCR, Schedule E, Page 2.
- Michigan Form 807: Not supported
- Mississippi 85-105: Supported -
- Select the boxes Omit N/R Agreement and Composite Return? in Screen 5, Shareholder Information, Mississippi Information for each applicable shareholder.
- Select Composite Return in Screen 42.301, Mississippi Miscellaneous. The program checks the applicable box on form 84-105, page 1. The program calculates a composite return if you make an entry in "1 If Composite Return" on Screen 5, Shareholder Information. A supporting statement prints listing nonresident shareholders, identification numbers, and taxable income.
- Missouri: Supported -
- Select the box, File Composite Return?, in Screen 5, Shareholder Information.
- Use this field only for non-resident shareholders. If you leave this field blank, the program includes the nonresident shareholder on Form MO-1NR and MO-2NR unless, Form MO-3NR withholding exemption is triggered in Screen 48.282, code 4. If you do not want the program to include this nonresident shareholder on Form MO-1NR and MO-2NR, check the box, Nonresident Shareholder Exempt from Withholding in Screen 48.282 Missouri Taxes.
- Montana PTE, Schedule IV: Supported - Check the box, , Composite Filer?, in Screen 5, Shareholder Information
- New Jersey Form NJ-1080C: Not supported
- North Carolina CD-401S: Supported - Check the box, File Compos Return?, in Screen 5, Shareholder Information
- North Dakota 60: Supported -
- Check the box, Composite Return, in Screen 42.411, North Dakota Miscellaneous, to indicate this on Form 60, Page 1.
- Check the box, Composite Filer?, Screen 5, Shareholder Information, if the nonresident individual or trust shareholder elects to be included in the composite tax return. If this entry is made, the program automatically computes a composite income tax for the shareholder on North Dakota Form 60, Schedule KS, Column 8.
- Ohio IT 4708: Supported -
- Select Ohio Composite under Electronic Filing in Screen 1, Client Information, if the Form IT 4708 is intended to be filed electronically.
- Check the box, File Compos Return?, in Screen 5, Shareholder Information under Ohio Information for each applicable shareholder.
- Enter 1 to print IT-1140 with a complete return, enter 2 to print IT 4708 with a complete return or enter 3 to print both forms in 1 Print IT-1140, 2 To Print IT 4708, 3 To Print Both (mandatory), Screen 49.128, Ohio Passthrough Entity/Composite Returns.
- Oklahoma 512-S: Not supported
- Oregon Form OC: Not supported
- South Carolina: Not supported
- Utah Sch A and E: No composite return
- Vermont BI-471: Supported -
- Check the box, Elect to file composite return in Screen 42.361, Vermont Miscellaneous. This entry is mandatory to trigger the composite tax calculations on the Vermont tax return if you have 50 or fewer nonresident shareholders.
- If you have more than 50 nonresident shareholders the composite return will generate.
- Virginia Form 765: Not supported
- West Virginia IT-104NRC: Supported -
- Select the boxes Omit N/R Agreement and Composite Filer? in Screen 5, Shareholder Information.
- If amending the IT-140NRC, check the box in Screen 79.501, Composite amended, and the applicable amounts in the West Virginia Amended Composite (IT-140NRC) section.
- Wisconsin Form PW1: Supported -
- Select Print PW-1 in Screen 47.233, Nonresident Withholding Pass-Thru Income.
- To include the PW-1 with the electronic return, select Wisconsin PW-1 in Electronic Return section of Screen 1, Client Information.
- Wisconsin Form 1NCNS: Not supported
