State allocation and multiple-state processing (1041)

Use the State allocation spreadsheet to enter information for the federal items to be allocated. The spreadsheet consists of a series of tabs. For example, Schedule K-1 consists of four tabs:
Income
,
Deductions
,
Self-employment items
, and
Adjustments
. You can assign percentages of federal amounts to a specific state, provided that state is being processed for the current return, or you can enter unique values for one or more items within a particular state, or a combination of both.
To enter state allocation data for the return,
  1. Open a 1041 client.
  2. Select
    View
    , then
    Allocation
    and choose an activity.
  3. Select the tab you want to work in, and add your information to the State Allocation spreadsheet.
  4. Repeat step 3 for any remaining states.
  5. Select
    Done
    when you finish to save.
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