Rhode Island Form Help

The following information has been provided to assist in the preparation of Rhode Island state tax returns.

 

RI-1040 Resident Return

BONUS DEPRECIATION

A bill passed disallowing the new federal bonus depreciation for Rhode Island tax purposes. When filing a Rhode Island tax return any bonus depreciation taken for federal purposes must be added back to income as a modification on Schedule I, line 23(d) for Rhode Island purposes. In subsequent years, when federal depreciation is less than what previously would have been allowed, the difference may be deducted from income as a modification on Schedule I, line 24(i) for Rhode Island purposes.

 

A separate schedule of depreciation must be kept for Rhode Island purposes. The gain or loss on the sale or other disposition of the asset is to be determined, for Rhode Island purposes, using the Rhode Island depreciation schedule.

 

The calculation will be performed based on federal input and will carry to either the modifications INCREASING or DECREASING federal AGI.

 

SECTION 179 DEPRECIATION

Rhode Island passed a bill disallowing the increase in the section 179 depreciation under the Jobs & Growth Tax Relief Reconciliation Act of 2003. Section 179 depreciation will remain limited to $25,000 for Rhode Island income tax purposes. When filing your Rhode Island tax return any additional section 179 depreciation taken must be added back to federal adjusted gross income as a modification on Schedule I, line 23(d). In subsequent years, when federal depreciation is less than what previously would have been allowed, the difference may be deducted from federal adjusted income as a modification on Schedule I, line 24(i).

 

A separate schedule of depreciation must be kept for Rhode Island purposes. The gain or loss on the sale or other disposition of the asset is to be determined, for Rhode Island purposes, using the Rhode Island depreciation schedule.

 

The difference in Section 179 expense must be entered on the Worksheet for Line 23(d).

 

RI-1040NR Nonresident Return

 

BONUS DEPRECIATION

A bill passed disallowing the new federal bonus depreciation for Rhode Island tax purposes. When filing a Rhode Island tax return any bonus depreciation taken for federal purposes must be added back to income as a modification on Schedule 1, line 23(d) for Rhode Island purposes. In subsequent years, when federal depreciation is less than what previously would have been allowed, the difference may be deducted from income as a modification on Schedule 1, line 24(i) for Rhode Island purposes.

 

A separate schedule of depreciation must be kept for Rhode Island purposes. The gain or loss on the sale or other disposition of the asset is to be determined, for Rhode Island purposes, using the Rhode Island depreciation schedule.

 

The calculation will be performed based on federal input and will carry to either the modifications INCREASING or DECREASING federal AGI.

 

SECTION 179 DEPRECIATION

Rhode Island passed a bill disallowing the increase in the section 179 depreciation under the Jobs & Growth Tax Relief Reconciliation Act of 2003. Section 179 depreciation will remain limited to $25,000 for Rhode Island income tax purposes. When filing your Rhode Island tax return any additional section 179 depreciation taken must be added back to federal adjusted gross income as a modification on Schedule I, line 23(d). In subsequent years, when federal depreciation is less than what previously would have been allowed, the difference may be deducted from federal adjusted income as a modification on Schedule I, line 24(i).

 

A separate schedule of depreciation must be kept for Rhode Island purposes. The gain or loss on the sale or other disposition of the asset is to be determined, for Rhode Island purposes, using the Rhode Island depreciation schedule.

 

The difference in Section 179 expense must be entered on the Worksheet for Line 23B.

 

RI Schedule D Capital Gains and Losses

 

This form is to be used by taxpayers reporting capital gains or figuring their tax on Federal Form Schedule D.

 

RI Schedule D is for both residents and nonresidents alike. All capital gains and loses should be reported on this schedule regardless of where the asset was sold or located.

 

In general, Rhode Island uses Federal terminology for what constitutes a capital asset and the

holding period of the asset unless otherwise stated.

 

Column (g) - Qualified 5 Year Gain or Loss

 

Enter in column (g) any gain or loss from column (f) for any capital asset that is held for more than 5 years. Generally, you must have acquired the asset before January 1, 2002 and sold on or after

January 1, 2007.

 

Only include in column (g) the amounts of qualified 5 year gain for ordinary long term gain. A qualified 5 year gain for a Federal Section §1250 gain or a Federal 28% rate gain is reported elsewhere on RI Schedule D.