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Common questions about individual District of Columbia Form D-30 in Lacerte

by Intuit Updated 3 months ago

Below are solutions to frequently asked questions about filing DC Form D-30, Unincorporated Business Franchise Tax Return, in Lacerte.

Table of contents:

Follow these steps to generate Form D-30 for a Schedule C business:

  1. Go to Screen 16, Business Income (Sch. C).
  2. Enter the appropriate income and deductions for the Schedule C.
  3. Select District of Columbia Information from the Sections box on the lower-left side of the screen.
  4. Mark the checkbox labeled District of Columbia unincorporated business.
  5. Go to Screen 55, Part-Yr/Nonres. Information.
  6. Mark the Form DC-30 Only checkbox.
  7. Go to Screen 54, Taxes.
  8. Select District of Columbia - Unincorporated Business from the left navigation panel.
  9. Enter the Business name (MANDATORY).
  10. Scroll down to the District of Columbia Income and Deductions (Form D-30) section.
  11. Enter any other applicable information on this screen.
    • For example, enter any DC-specific income, deductions, apportionment, NOLs, cost of goods sold, contributions, estimates and balance sheet information.

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Who must file Form D-30?

Generally, an unincorporated business with gross income (line 11) over $12,000 from District sources must file a D-30, whether or not it has net income. This includes any business carrying on and/or engaging in any trade, business, or commercial activity in DC with income from DC sources.

Refer to the DC Office of Tax and Revenue Instructions for the D-30 for more information.

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How do I resolve diagnostic ref. #13277 for DC part-year or nonresident returns?

The program may generate two critical diagnostics for a DC part-year or nonresident return:

  • The client information screen indicates that the taxpayer is not a full year resident of any state. If the taxpayer is a part-year resident of the District of Columbia, part-year resident information must be entered at the top of the Part Yr. - Nonres. Information screen in the state and local panel.(ref. #13277)
  • DC Nonresidents are not required to file a DC tax return except to claim a refund of DC withholding or tax payments, or to file a DC Unincorporated Business Tax Return (Form D-30).  If neither of these cases apply, remove DC from the inventory of states to process in the client information screen.  If a DC Unincorporated Business Tax Return is required, check the "Form D-30 only" box located at the top of the District of Columbia Nonresident section in the "Part-Yr. - Nonres. Information" screen of the state and local panel.(ref. #13278)

Choose the applicable return type below for instructions on resolving these diagnostics.

Part-year return

  1. Go to Screen 55, Part-Yr./Nonres. Information
  2. Select District of Columbia from the left navigation panel.
  3. Under the District of Columbia Part-Year Resident section, enter dates in the following fields using mm/dd/yy format:
    • Part-year resident from (code 1)
    • Part-year resident to (code 2)

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Nonresident return

  1. Go to Screen 55, Part-Yr./Nonres. Information
  2. Select District of Columbia from the left navigation panel.
  3. Locate the District of Columbia Nonresident section.
  4. Mark the checkbox labeled Form D-30 only (code 72).

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Why aren't the DC nonresident amounts flowing to the D-30?

If the DC nonresident amounts aren't flowing to the D-30, do the following:

  • Make sure the designation of Taxpayer, Spouse or Joint matches between activity and Screen 54, Taxes.
    • For example, if the Schedule E is marked Spouse, then the related amounts entered on Screen 54.321, District of Columbia - Unincorporated Business must also be marked as Spouse.
  • Make sure you marked the checkbox labeled District of Columbia unincorporated business for the Schedule C/Schedule E activity you'd like to include on the applicable screen.
    • This is Screen 16, Business Income (Sch. C) for Schedule C activities or Screen 18, Rental and Royalty Income (Sch. E) for Schedule E activies.
  • Make sure the income entered on the Schedule E/Schedule C, marked for DC UBT, is also entered on Screen 54.321, District of Columbia - Unincorporated Business.  

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Form D-30 is not required to filed if the amount on line 10 is less than 12,000.  However, the entire form is needed due to a refund of estimated tax payments.

In screen 54.321 enter a 1 in input field Form D-30: blank=when applicable, 1=force. This will generate the entire calculation of the D-30.

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Lacerte Tax

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