CO General,Modifications, Amended Return Overflow# 2014
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1 COGen CO General,Modifications, Amended Return Overflow# 0 Nameofestateor trust (Force)...[] Coloradoaccountnumber... [] DepartmentofRevenuemaydiscussreturn withpreparer ( Ifdifferentfrom federalscreen0)...(=yes,=no) [] Use previousyear Form 0BEP..... [] Use specialallocations for beneficiary amounts... [5] General footnote (7) [ 6] CO General footnote Schedule K- Equivalent/Grantor Report (7) [ 7] Deductions Marijuana businessdeduction... [8] Modifications Additions to Federal Taxable Income ESBT/QSST(Force) Nettaxexemptincome from other states(force)...[] [9] Other additions....[] # Description (0) Other additions....[ 0] Total Amount Subtractions from Federal Taxable Income ESBT/QSST(Force) CO sourcecapital gain subtraction -(Force):... [] Other subtractions(total)... [5] # Description (0) Other subtractions...[ ] Amount Amended Return (Defaults to federal)....(=yes,=no) [6] Paidwithoriginalreturn... [7] Overpaymentappliedon originalreturn... [8] Refund shownonoriginal return...[9] 5FCOGEN 0 0//6 Amended Return Information COBank Direct Deposit Information Fiduciary Income Tax, Form 05 Suppressdirect deposit ofrefund... [] Electronic funds withdrawal for balance due returns: Requestedpaymentdate (Mandatory if using theelectronicfundswithdrawalmethod)....(mm/dd/yy) [] Subtractions from Federal Taxable Income Routing number (9)... [] Name of financialinstitution (6)... [] Account number...[5] Typeof account...( =Checking,=Savings ) [6] Non-USfinancialinstitution... [7] COCO Capital Loss Carryovers Short-term......[] Long-term [] IRC Section 66 Undistributed Amounts Total Other income... [0] [] income... [] [] Rental realestateincome...[] [5] Other rentalincome... [] [6] Short-term capitalgain/loss... [] [7] Long-term capitalgain/loss... [5] [8] US income.... [6] Tax-exemptincome....[7] [9] FIDUCIARY Colorado ExacTax, Inc. CO
![.. [5] General footnote (7) [ 6] CO General footnote Schedule K- Equivalent/Grantor Report (7) [ 7] Deductions Marijuana businessdeduction.](/docs-images/49/17970188/images/page_1.jpg ".. [8] Modifications Additions to Federal Taxable Income ESBT/QSST(Force) Nettaxexemptincome from other states(force)...[] [9] Other additions....[] # Description (0) Other additions.")
2 COEst Overpayment Colorado Estimates COPAY Overflow# 05 Payments and Credits CO Applicationofcurrent year overpayment...[] = Refund 00% of overpayment (Default) = Apply 00% of overpayment to next year s estimate, refund excess =Apply to stestimate,refundexcess = Apply equally to each estimate, refund excess 5 = Apply amount below to estimates until exhausted, refund excess 6 =Apply to standndestimates, refundexcess 7 =Apply 00%of overpayment tonext yr sestimate, norefund 8 = Apply amount specified below Amount for code5or 8... [] Form05-EP nextyeardeclaration... [] = Use current year liability (Default) = Use current year liability adjusted by amount below = Print vouchers with amount fields blank 5 = Use amounts entered below before overpayment 6 =Use currentyearamounts adjustedby amounts below 8 =Use nextyear's taxratestocalculate liability 9 =Use amounts entered below Amount for code... [] Amounts for codes: st payment... [5] ndpayment... [6] rdpayment... [7] thpayment... [8] Amounts for code 6: Taxable income... [] Taxes.... [] Credits... [5] Withholding... [6] Number of vouchers desired next year, if other than four =lastthreevouchers =lasttwovouchers =lastvoucher Code 5 or 9 A= st voucher B =nd voucher C =rdvoucher [9] [0] [] [] Estimates Paid: [7] Paidwith extension, for Form05... [] [ ] Credit for incometaxpaid toother states # Post Code Name (0) Extension Fed Taxable Inc Other State Dual resident trust credit: Eligible state (0) [] Tax subject tobothstates... [] Eligiblestate'staxrate...(xx.xx)[5] Credit for prior yearamt(force)... [6] PrioryearSchedule E, line6.... [7]...(Nonresidentreturnsonly) (xx.xx) Non-refundable enterprise zone credits (Total from DR66,line 87)... [9] Grossconservationeasement...[0] Innovativemotor vehiclecredit... [] personal property credit (Enter amountpaid)......[] =Use 00%ofcurrentyear liability =Use 90%ofcurrentyear liability Extendeddue date...(mm/dd/yy) [5] (For TL/FI and P/I calculation) Balancedueonextension(Force)...[6] Penalties and Interest Liability Other State [ 8] Other credits # Description (6) Amount Refundable renewable energy tax credit (Total from DR66,line 88)... [] Calculate extension payment [] Factor for roundingestimates.... [8] Treat thquarter estimateasdue/... [9] Datereturnfiled (Defaultis duedateofreturn)...[7] Suppress on Form 05: Lateinterest... [8] Failure to paypenalty..... [9] (mm/dd/yy) 5FCOEST 0 0//6 FIDUCIARY ExacTax, Inc. CO
3 COIncome Colorado Net Income, Expenses, AMT Net Income Use fields to override calculated amounts as shown on the Colorado Allocation of Expenses by Income Type Worksheets Other income: Force Rent / royalty Partnership Farm 5 Ordinary gain 6 Other 7 income: 8 Partnership / S corporation 9 0 Farm Rental real estate: Partnership / S corporation Other rental: 5 Partnership / S corporation 6 7 Short-term capital gain / loss 8 Long-term capital gain / loss Expenses Attributable to Instate Source Income Use fields to override calculated amounts as shown on the Colorado 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 COIncome (05) Force CO Alternative Minimum Tax Use fields to override calculated amounts on Form 05, Schedule F Federal (Force) Fiduciary's share of AMT income net of AMT exemption Modifications for AMT calculation Colorado (Force)
4 COCG Colorado Source Capital Gain Property Property CO5 COCG (05) A. Nature of capital gain: Address of real property sold 5 B. Date of original installment sale 6 C. Sale of stock - qualifying factors: Year Property percentage (xxx.x) Payroll percentage (xxx.x) D. Gains passed through from another entity: Name Account number Ownership interest - length of time E. Additional information: Property Date acquired Date sold Sale price Cost or basis Gain or loss Property A. Nature of capital gain: Address of real property sold 5 B. Date of original installment sale 6 C. Sale of stock - qualifying factors: Year Property percentage (xxx.x) Payroll percentage (xxx.x) D. Gains passed through from another entity: Name Account number Ownership interest - length of time E. Additional information: Property Date acquired Date sold Sale price Cost or basis Gain or loss
5 COPOA Colorado Power of Attorney General Information CO6 COPOA (05) Power of attorney / Tax information authorization ( = Tax information authorization, = Power of attorney) Specific tax years / filing periods Representative Information Representative #: Name Address City, state, zip code Telephone number Fax number Name of business / firm Title / relationship to taxpayer Representative #: Name Address City, state, zip code Telephone number Fax number Name of business / firm Title / relationship to taxpayer Tax Matters Information All tax matters until this authorization is revoked in writing State sales tax All department administered sales tax State consumers use tax All department administered consumer use taxes Fiduciary income tax Withholding income tax Other income tax (Specify below) If other, please explain Period: From To 6
6 COBank Colorado Direct Deposit and Electronic Funds Withdrawal Fiduciary Income Tax, Form 05 CO8 COBank (05) Suppress direct deposit of refund Electronic funds withdrawal for balance due returns: Requested payment date (Mandatory if using the electronic funds withdrawal method) 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 6 7
7 COELF Colorado Electronic Filing General Information CO9 COELF (05) Suppress Form 05 electronic file when filing federal return electronically Form DR 85F has already been signed and returned (Links to Utilities > Electronic Filing Status) Signature date (If different from federal) Method of submitting supporting documentation ( = PDF attachment, = Revenue Online, = Mail with Form DR 778)
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