Connecticut General, Modifications, Amended Return

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1 CTGen Connecticut General, Modifications, Amended Return General Information CTGen (0) CT Estate / trust name (Force) Fiduciary name (Force) Fiduciary title (Force) Fiduciary address (Force) Number of days Connecticut resident, if other than a full year Portion of Connecticut DNI from non-connecticut source income (Part-year resident trusts only) Grantor information for inter vivos trust: Name 7 Address 8 City, state, zip code Social security number Date trust became irrevocable (Part-year only) Estate or trust has an interest in real property located in Connecticut Bankruptcy estate - taxable income from federal Form 00 Use special allocations for beneficiary amounts Connecticut tax registration number Enter beneficiary information ( View > Beneficiary Information ) General footnote General footnote - Schedule CT-0 K- and Grantor / Agency Report Additions to Federal Taxable Income Interest on state and local government oblig other than CT (Force) Mutual fund exempt-interest / dividends other than CT (Force) Loss on sale of state and local government bonds Expenses attributable to state and local government bonds Other additions Subtractions from Federal Taxable Income Total Gain on sale of state and local government bonds Expenses attributable to state and local government bonds Other subtractions Expenses allocated to income from oblig of other states (Force) Amended Return Information Total ESBT / QSST (Force) ESBT / QSST (Force) Amended return (If different from federal) ( = Yes, = No) Explanation of changes Original return information: Paid with Overpayment applied Refund shown Underpayment penalty //07 8:7:5 AM 0 FIDUCIARY

2 CTPay Connecticut Payments, Extension, Penalties Payments and Credits CTPay (0) CT Paid with extension, for Form CT-0 Credit for taxes paid to other jurisdictions Angel investor tax credit prior year carryforward Angel investor tax credit Insurance reinvestment fund tax credit prior year carryforward Insurance reinvestment fund tax credit Tax credits reported on CT K- or CT-0 K- 5 7 Withholding Form 099 Interest Form 099 Dividend Other Withholding K Withholding Extension Calculate extension = Use 00% of current year liability = Use 90% of current year liability Extended due date (For transmittal letters and filing instructions / penalty and interest calculations) Estimate of total tax liability (Force) Balance due on extension (Force) Reason for Connecticut extension, if no federal extension requested 5 Penalties and Interest Date filed, if other than due date of return Prior year tax Annualized income installment method: Box A: Column A Sch A, line (Force) Column B Column C Column D Box C: st Quarter nd Quarter Enter cumulative through 5 Box E: Cannot use prior year tax as basis for required annual payment Box F: Resident in prior year, but did not file a return because there was zero tax liability Box G: Part-year or nonresident in prior year, but did not file a return because there was zero tax liability Suppress on Form CT-0: Underpayment of estimated tax penalty Late interest Failure to file / pay penalty rd Quarter //07 8:7:5 AM 0 FIDUCIARY

3 CTAMT Connecticut Alternative Minimum Tax Form CT-0 - Schedule I CTAMT (0) CT Force completion of Schedule I if line is less than $,900 Private activity bonds issued after (Force) Connecticut source exclusion and deferral items (Force) Residents and Part-Year Residents Net loss from sources in other jurisdictions Adjusted federal AMTI attributable to residency period (Force)(Part-year only) Credit for minimum tax paid to other jurisdictions 5 Credit for Prior Year's Minimum Tax Form CT-880: Prior year Connecticut income tax Credit for minimum tax paid to other jurisdictions Form CT-880, Worksheet A: Apportionment factor (x.xxxx) Form CT-880, Worksheet B: From prior year Form CT-0, Schedule I: Line Line 5 Prior Year Schedule I Information Connecticut modifications attributable to fiduciary, line Federally tax-exempt interest / dividends from private activity bonds, line Recalculated apportionment factor (x.xxxx) Connecticut income included in line 5 above, line 5a Non-Connecticut sources, line 5b Percentage of nonresident noncontingent beneficiaries, line 5c (x.xxxx) //07 8:7: AM 0 FIDUCIARY

4 CTIncome Connecticut Source Net Income and Expenses CTIncome (0) Net Income Use fields to override UltraTax calculated amounts as shown on Connecticut Allocation of Expenses by Income Type Worksheets Interest Dividends Other income Business income Rental real estate income Other rental income Short-term capital gain / loss Long-term capital gain / loss Expenses Attributable to Instate Source Income Use fields to override UltraTax calculated amounts as shown on Connecticut Allocation of Expenses by Income Type Worksheets Interest Taxes Fiduciary fees Charitable deduction Attorney and accountant fees Other deductions not subject to % floor Miscellaneous deductions subject to % floor Force Force CT5 //07 8:7:5 AM 0 FIDUCIARY

5 CTCO Connecticut Carryovers Capital Loss Carryovers CTCO (0) CT Short-term Long-term Form CT-880 Minimum tax credit carryforward IRC Section Undistributed Amounts Total Interest income Ordinary dividends Qualified dividends Other income Business income Rental real estate income Other rental income Short-term capital gains / losses Long-term capital gains / losses 8% rate gain Unrecaptured 50 gain US income Tax-exempt income Connecticut //07 8:7:5 AM 0 FIDUCIARY

6 CTEst Connecticut Estimates Overpayment CTEst (0) CT7 Application of current year overpayment Amount for code 5 or 8 Form CT-0ES * Adjust printing of filing instructions on federal Screen Est for Code Next year declaration Amount for code Amounts for code 5 or 9: st payment nd payment rd payment th payment Amounts for next year's payments made: st payment nd payment rd payment th payment Amounts for code : Taxable income Taxes Credits Withholding Number of coupons desired next year, if other than four Factor for rounding estimates Treat th quarter estimate as due / //07 8:7:5 AM 0 FIDUCIARY

7 CTPOA Connecticut Power of Attorney General Information CTPOA (0) CT8 Business trust Send copies of notices to representative(s) (Blank = st rep, = nd rep, = No reps) Representative / Appointee Information Representative information: Tax Matters Information Type of Tax Year(s) or Period(s) Receive, but not to endorse or collect checks Execute waivers of restrictions in tax and waivers of notice Execute or terminate consents extending the statutory period for assessment / collection of tax Execute closing agreements under Connecticut General Statute Section -e Delegate authority or to substitute another representative Represent taxpayer(s) before any division of Department of Revenue Service Sign returns //07 8:7: AM 0 FIDUCIARY

8 CTCOA Connecticut Change of Address Address Information CTCOA (0) CT0 Treat mailing address on federal Screen 0 as: = New mailing address = Old mailing address = New business location = New mailing address and new business location 5 = Old business location = Old mailing address and old business location Old mailing address: Street address City, state, zip code New mailing address: Street address City, state, zip code Old business location: Street address City, state, zip code New business location: Street address City, state, zip code Effective date of address change Reason for address change Print fiduciary phone number on Form CT-88 Title of owner, officer or representative //07 8:7: AM 0 FIDUCIARY

9 CTBank Connecticut Direct Deposit and Electronic Funds Withdrawal Fiduciary Income Tax Form CT-0 CTBank (0) CT Suppress direct deposit of refund Electronic funds withdrawal for balance due returns: Requested payment date (Mandatory if using the electronic funds withdrawal method) Electronic funds withdrawal for balance due extension: Requested payment date (Mandatory if using the electronic funds withdrawal method) Fiduciary Estimates, Form CT-0ES Available only when filing the tax return electronically Electronic funds withdrawal requested payment date(s) for Form CT-0ES: All quarters st quarter nd quarter rd quarter th quarter (Mandatory to create estimate electronic files) Due Date Payment Date Other Account Information Mandatory if using direct deposit or the electronic funds withdrawal method Routing number Name of financial institution Account number 5 Type of account ( = Checking, = Savings) Non-US financial institution 7 //07 8:7:5 AM 0 FIDUCIARY

10 CTELF Connecticut Electronic Filing Fiduciary Income Tax Information CTELF (0) CT Suppress Form CT-0 electronic file when filing federal return or extension electronically Name control Calculated Force //07 8:7:5 AM 0 FIDUCIARY

Connecticut General, Modifications, Amended Return

CTGen Connecticut General, Modifications, Amended Return General Information CTGen (07) CT Estate / trust name (Force) Fiduciary name (Force) Fiduciary title (Force) Fiduciary address (Force) Number of