FormSource: Creating Queries
Different types of tax returns exist within several of the applications. At times, you may find that your query identifies tax returns that you did not expect to be included in your results. Generally, this situation exists because the application must compute (but not necessarily print) tax forms that may contain your selected tax data in order to arrive at the correct result.
For example, some states do not recognize the S Corporation status and require the corporation to file a state C Corporation return. This requires the 1120 tax application to compute Form 1120 even though the federal return is an 1120S, so that appropriate data can flow to the state C Corporation tax return. Because Form 1120 is computed or considered “active,” data from this form loads into the database, whether you are processing an actual C Corporation or S Corporation tax return.
In your query, you may want to include a return type criterion to limit the result set to the data you actually need. The sections below detail the form type, form name, field name and conditions you should use to find the return types.
Querying Selection-Type Fields in the Application
Typically, the tax applications do not store the phrases that you see on a drop-down list, option button, or check box. Instead, a corresponding alphanumeric character code is stored. You must search for the appropriate code. The list of codes appears in a description-type field.
To view the code description, follow these steps:
- Select the field that you wish to display from the Field list box.
- Click Field Description. A new window appears. Your field and the corresponding codes should appear in the list.
1120 Returns
Form type: Federal Workpaper
Form: General Information
Field name: Select the field name, condition and value for desired return type:
| Return Type | Field Name | Condition | Value |
|---|---|---|---|
| 1120 | US Corporation | = | X |
| 1120S | S Corporation | = | X |
| 1120F | Foreign Corporation | = | X |
| 1120-H | Homeowners Association | = | X |
| 1120-RIC | Regulated Investment Company | = | X |
| 1120-REIT | Real Estate Investment Trust | = | X |
| 1120-C | Cooperative Associations | = | X |
1065 Queries
Form type: Federal Organizer
Form: Schedule B
Field: Type of Partnership
The following table lists each condition and value for each partnership return type:
| Return Type | Condition | Value |
|---|---|---|
| General Partnership | = | G |
| Limited Partnership | = | L |
| Limited Liability Company | = | C |
| Limited Liability Partnership | = | P |
| Foreign Partnership | = | F |
| Other | = | O |
1041 Queries
Form type: Federal Organizer
Form: General Information
Field: Select the appropriate field, condition and value for the desired return type.
| Field Name | Condition | Value |
|---|---|---|
| CH 11 Bankruptcy Estate | = | Y |
| CH 7 Bankruptcy Estate | = | X |
| Complex Trust 100 | = | X |
| Complex Trust 300 | = | X |
| Decedents Estate | = | X |
| Grantor Type Trust | = | X |
| Pooled Income Fund | = | X |
| Agency Entity Type | = | X |
| Simple Trust | = | X |
| Form 5227 | = | X |
990 Queries
Form type: Federal Organizer
Form: 990 990EZ 990PF
Field: Select the appropriate field listed for the desired return type:
| Return Type | Field Names | Conditions | Values |
|---|---|---|---|
| 990EZ | 990EZ | = | X |
| 990T (Trust) | 990TTRUST | = | X |
| 990 | 990 | = | X |
| 990-PF (Nonoperating Foundation) | PFNONOP | = | X |
| 990-PF (Operating Foundation (IRC §4942(j)(3)) | PFOPER1 | = | X |
| 990-PF (Operating Foundation (IRC §4942 (j)(5)) | PFOPER | = | X |
| 990-T (Corporation) | 990TCORP | = | X |
| 990-N | ENTER X IF 990N | = | X |
RS Browser/fs_queries.htm/TY2021
Last Modified: 03/19/2020
Last System Build: 02/03/2022
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