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Common questions about Utah modifications

SOLVEDby IntuitLacerte Tax3Updated July 27, 2021

Below are solutions to frequently asked questions about entering Utah state return modifications in Lacerte.

  1. Go to Screen 51, Modifications.
  2. Select Utah from the left navigation panel.
  1. Go to Screen 51, Modifications.
  2. Select Utah from the left navigation menu.
  3. Locate the Additions section.
  4. Enter the amount for Lump sum distribution / COVID-19 (PPP) grants and loans [O].
    • This will be reported on Form TC-40A, Part 1 as an addition to taxable income. This is addition code 51.
    • This field will override any automatic calculation the program makes for this lump sum distribution / COVID-19 (PPP) grants and loans.
  1. Go to Screen 51, Modifications.
  2. Select Utah from the left navigation menu.
  3. Locate the Additions section.
  4. Enter the amount for Medical savings account (MSA) addback.
    1. This will be reported on Form TC-40A, Part 1 as an addition to taxable income. This is addition code 53.
  1. Go to Screen 51, Modifications.
  2. Select Utah from the left navigation menu.
  3. Locate the Additions section.
  4. Enter the amount for my529 addback.
    • This will be reported on Form TC-40A, Part 1 as an addition to taxable income. This is addition code 54.
  1. Go to Screen 51, Modifications.
  2. Select Utah from the left navigation menu.
  3. Scroll down to the Subtractions section.
  4. Enter the COVID-19 Utah grants and loans included in AGI.
    • This will be reported on Form TC-40A, Part 2 as a subtraction from taxable income. This is subtraction code SA.

In order to qualify for a special income exemption for the State of Utah, Native American taxpayers are required to report an enrollment or census number and a tribal code on their Utah return.

 

Taxpayers only qualify for the exclusion if they both live and work on a reservation. Refer to the TC-40 Forms & Instructions for more information.  

Follow these steps to input a Native American income exclusion:

  1. Go to Screen 51, Modifications.
  2. Select Utah from the left navigation menu.
  3. Scroll down to the Subtractions section.
  4. Locate the Native Americans subsection.
  5. Enter the amount of Income exempt from UT tax.
  6. Enter the taxpayer's Native American Enrollment or census number.
  7. Select the taxpayer's Tribal code (Ctrl+T) from the dropdown menu.
  8. Repeat these steps for the Spouse, if applicable.
    1. The exemption will be calculated and reported on Form TC-40A, Part 2 as a subtraction from taxable income. This is subtraction code 77.

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