Allocate state allocation data for state returns

You can allocate amounts to states by entering a percentage of federal amounts, or by entering specific item amounts in the State allocation spreadsheet.
  1. Open a 1041 client.
  2. Select the input screen tab for the activity, then select
    Allocation
    in the input screen.
  3. Select the state tab, then enter information in the State allocation spreadsheet.
  4. If the information is for Alabama, Arkansas, California, Hawaii, Pennsylvania, or Wisconsin, complete both the Total Source and State Source columns.
  5. Repeat step 3 to complete data entry for the remaining states.
  6. Select
    Done
    when you're finished.
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