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Part 1

You should only complete Form CT-1041FA, Part 1 for part-year or nonresident returns.

• Lines 5 through 8 will only calculate if there is at least one nonresident non-contingent beneficiary. To indicate a beneficiary as non-contingent, mark the box in CT Beneficiary column of the Beneficiaries tab. 
• The allocated tax on line 12 transfers to Form CT-1041, Page 3. 

Part 2

Similar to Schedule B, Form CT-1041FA, Part 2 will calculate based on the allocation code in the Federal allocation column of the Beneficiaries tab and reports all beneficiaries. Information that calculates on Schedule B for nonresident beneficiaries will report to the nonresident CT Schedule K-1. 

Part 3, CT source income

Form CT-1041FA, Part 3 reports details of the federal and Connecticut source income breakdown.

• Onvio Tax calculates the federal Interest and Dividend lines by subtracting US income and adding back tax-exempt income. 
• The net amount on line 24, column B reports on Form CT-1041FA, Part 2. 
• Force fields are available on the CT Income screen in the Income & Adjustments folder. Note that force fields are for net income and expenses only and forcing capital gain net income will not affect Form CT-1041FA.

Connecticut overview (1041)